Tan Lacin

As an Associate at Jupiter Wealth Advisors Limited, I leverage my knowledge in client onboarding, portfolio management, and compliance to support the team and streamline financial transactions with banks. My role involves managing client portfolios, ensuring regulatory adherence, and analyzing financial data to provide actionable insights. I am recognized for my proactive approach, strong communication skills, and dedication to delivering exceptional service while contributing to the firm’s strategic goals.

As an Analyst at Fiducia Capital, I supported the team in operations and portfolio management. In addition, I spearheaded a project to integrate a new system streamlining the day-to-day tasks. I was committed to delivering high-quality service and contributing to the firm’s strategic goals.