I embarked on this journey as a financial consultant in my 2nd year at Singapore Management University, allowing me to pay for my own school fees and stop taking allowance from my parents. As a student, my opportunity cost was low. On average I was taking home $1,800 per month as a student. It was simple maths. Upon graduation, I thought to myself, as a full time SMU student, I could bring home $1,800 per month, so if I were to double or triple the time and effort in this business, then whatever I am going to bring home as a fresh graduate would be more than most. The rest was history.

In my 17 years as a financial consultant, I have won many awards and accolades. They include the International Dragon Award, Million Dollar Round Table, Top Recruiter, Top High Net Worth & Affluent, Centurion & Pinnacle Club Awardee.

I am a Senior Director currently heading both the ADVISORS ALLIANCE GROUP private wealth office and mortgage business units. Aside from being one of the top recruiting Directors, I am also the Top 10 Producers in the whole of ADVISORS ALLIANCE GROUP for the past 2 years. It’s not just about the awards, it’s about impacting lives.


Being in a business that leaves positive impact.

Being able to make an impact and better the lives of my fellowmen are the key drivers that keep me motivated as a leader and financial consultant.


Playing multiple roles in our clients’ lives.

A financial consultant plays more than one role in our clients’ lives. I am definitely a friend first and foremost, besides being a financial consultant to my clients.

The ability to create meaningful friendship is one of my biggest strength as a financial consultant. Most people do not care about how much you know until they know how much you care for them. I believe this is my biggest unique selling point.


Finding success with positivity, faith, and belief.

I’m proud to be one of the top recruiting directors and also one of the top 10 producers in the whole of ADVISORS ALLIANCE GROUP, and still able to achieve top Senior Director for Prestige Club. This was no easy feat, and I managed it by being able to compartmentalise and working hard on my referral system. I remind myself to do my daily honest job and surround myself with the right people. I made it a point to guard my heart and mind only with positivity and maintained my faith and belief. I am blessed and full of gratitude. I would not be able to achieve all that I have without God’s grace, my family, friends, the ADVISORS ALLIANCE GROUP and the dedicated AIA support staff.


9th Runner-up, Top Senior Director 2023

Top Unit, Highest Number of Registered MDRT Members 2022

5th Runner-up, Top Senior Director 2022

Million Dollar Round Table Unit (Ruby) 2021

Top Recruiter Senior Director 2019

Top Senior Director (Affluent and High Net Worth) 2019

AIA FA Pinnacle Club (Unit) 2024, 2022, 2021 and 2020

AIA FA Prestige Club (Titanium) 2024 and 2023

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2021

AIA FA Pinnacle Club (Gold Unit) 2023

AIA FA Prestige Club (Platinum) 2022 and 2021

AIA Centurion Club 2020

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2020

Million Dollar Round Table 2024, 2023, 2022, 2021, 2020, 2019, and 2017

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021, 2020, 2019, 2017 and 2016

International Dragon Award – Silver Dragon Award (Manager Category) 2024

100 IDA Team Award 2024, 2023, 2022, 2021, 2020 and 2019

International Dragon Award – Gold Dragon Award (Manager Category) 2022

International Dragon Award – Bronze Dragon Award (Manager Category) 2021

Associate Wealth Planner (AWPCM)

Bachelor of Business Management



When I made my mid-career switch from a chef to a financial consultant, Jamie was always there for me. She has helped me on my career growth, financial growth and also personal growth. She is not only my mentor but also my life coach. Besides my career progression, she also has the empathy to take care of my feelings and address my concerns. She is the closest person to me in the Organisation. Her professionalism & abundance had proven my career switch to be a worthwhile decision. The organisation is home to me. Without her, I would not be who I am today.


I am so blessed to have Jamie as my mentor. She is and will be always there whenever I need help. She has taught me to do the right things even when no one is watching since I joined this business. Upholding integrity and always acting in the best interest of my clients have brought me thus far. Thank you for your time and effort in guiding me.


Jamie has been my financial consultant since the early years of her career. It is without doubt that she is excellent in her job and has risen through the ranks to where she is now. Even so, she remains humble and grounded, as she continues to serve her clients. Through the years, she has been professional and consistent in taking care of my needs. She is knowledgeable about the financial products and is able to explain clearly to help me understand, and work out what is best for me. She carries out her role with her heart and goes over and above her role to be there for me whenever I need any help. I have great trust and faith in her, and highly recommend Jamie to anyone who needs a financial consultant. Keep shining, Jamie!


Being a regional manager, I travel frequently and am greatly relieved to have a trusted financial consultant like Jamie to take care of my family’s needs. Her professionalism & commitment ensures that my and family’s risk and wealth management portfolio are well taken care of. This enables me to focus on my business, creating similar trust and commitment for my clients. Thank You Jamie!


Jamie – All-time Irreplaceable Asset (AIA). I have never had a friend working in any industry to be as committed as Jamie Tan. She is unlike any other financial consultant out there where not only she is good at what she does, she cares beyond her role as a consultant. Her excellent communication skills never fail to impress upon me the value of the products that I am interested in, her friendly persona has encouraged me further to recommend her to my close friends & family and her vast resource network has been very useful to me and my family.

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