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Overview: Financial advisory leader focused on helping individuals and families achieve financial security through protection, wealth accumulation, leadership development, and long-term financial planning.

Industry: Financial Services, Wealth Management & Financial Advisory

Professional Experience: Wilson has experience in banking, relationship management, financial advisory, wealth planning, leadership development, and client relationship management. He began his career as a Relationship Manager in the banking sector in 2017 before transitioning into the financial advisory industry in 2021.

Since then, he has built a strong track record in financial planning, client advisory, and team leadership, eventually rising to the position of Vice-President at Manulife Financial Advisers Pte Ltd. Through his work, he has helped individuals and families achieve financial goals related to protection, wealth accumulation, retirement planning, and long-term financial security.

About him: Wilson Tan is a Singapore-based financial advisory leader who is passionate about making a meaningful impact on people’s lives through proper financial planning. Rather than focusing purely on sales, he believes financial advisory should be centred on understanding clients’ needs and helping them achieve peace of mind for the future.

Throughout his career, Wilson has emphasised relationship-building, trust, and long-term client success. He is also deeply committed to leadership development and believes success should not be measured solely by personal achievements, but by the ability to help others grow and succeed. His leadership philosophy centres on mentorship, teamwork, and creating opportunities for people around him to reach their full potential.

Turning point: A major turning point came when Wilson decided to leave the banking industry during the COVID-19 period and transition into financial advisory in 2021. The move allowed him to go beyond transactional banking services and focus more holistically on helping clients with long-term financial planning.

As he built deeper client relationships and witnessed the impact of proper financial planning on people’s lives, his passion for the profession grew. Another important milestone was stepping into leadership roles where he could mentor and develop younger advisers, reinforcing his belief that leadership is about creating success for others as well as oneself.

What he does now: Wilson serves as Vice-President at Manulife Financial Advisers Pte Ltd, where he advises clients on wealth management, retirement planning, insurance protection, and financial security strategies.

He also plays an active leadership role in mentoring and developing financial advisers while helping build a culture of growth, professionalism, and client-centric service. Beyond financial planning, Wilson remains passionate about leadership development and creating lasting impact through both client success and team development.

SGVisionaries interview: Meet Wilson Tan: Vice-President of Manulife Financial Advisers Pte Ltd on Leadership, Financial Planning and Building Lasting Impact

LinkedIn profile: Wilson Tan LinkedIn Profile