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Rico Tan Xue Kai

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) - 2025
AIA Awards

AIA FA Prestige Club (Titanium) – 2025
AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2025

Other Certificates

Institute of Banking and Finance Qualified (IBFQ)

Initially, I explored this career to understand what it entailed and how I could make a meaningful impact through financial guidance. As I delved deeper into the financial services industry, I gained firsthand experience of what being a financial consultant truly means and the immense value I can bring to the lives of those around me.

What many see as a mere transaction of financial products is, in reality, so much more: it involves educating, guiding, and supporting individuals to ensure they make informed financial decisions that steer them toward their unique personal goals.

As a financial consultant, I have witnessed how the work I do can leave a lasting impact on individuals across different stages of life, from students and young working adults to pre-retirees. My aim is simple—to help people create more time and money to pursue their dreams.

I envision a world where more lives are positively impacted, and more dreams are turned into realities. By building a team of like-minded, competent consultants, I am committed to making this vision a reality.