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Gary Tan

Gary Tan

Followers of Gary Tan1000 followers
location of Gary TanSingapore

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  • Timeline

  • About me

    Vice President at HSBC, Corporate and Institutional Banking

  • Education

    • University of London

      2012 - 2015
      Bachelor of Science (B.Sc.) Banking and Finance Second Upper Class Honours

  • Experience

    • UOB Kay Hian

      Jul 2015 - Nov 2017

      • Sales Associate Program (SAP)• Prospect and acquire new retail clients and service their investment needs through a range of products such as Singapore equities & global equities, bonds, CFD, LFX and unit trust. • Conducts investment workshops, develop and plan clients investment strategy to grow their portfolio. • Provides administrative and trading support for clients. • Manages clients’ risk exposure• Provides one to one personal coaching on trading platforms and usage of trading tools.• Provides equities markets overviews and monthly stock picks.• Provides market monitoring services.--> Fundamental analysis--> Technical analysis1) MACD2) RSI3) Stochastic Oscillator4) Bollinger Band5) Keltner Channels6) Moving Averages Show less

      • Assistant Vice President, Equities & Financial Products

        Jan 2017 - Nov 2017

      • Dealer, Equities & Financial Products

        Jul 2015 - Dec 2016

    • Citi

      Dec 2017 - May 2018
      Business Acquisition Manager, Citi At Work

      • Prospect and acquire new clientele base to Citi at Work proposition• Create strategic partnership via various channels with internal and external stakeholders / vendors• Plan and develop initiatives targeted at driving customer acquisition for banking products within the Coporate Banking Sector• Perform data analytics and provide management reports on the progress of partnerships and programs• Manage and supervise operational processes and administrative activities to support strategic initiatives Show less

    • Standard Chartered Bank

      Jun 2018 - Jul 2023

      • Manages portfolio of borrowing and non-borrowing clients within Small and Medium Enterprise (SME) space.• Providing Business advisories and solutions on cash management , trade financing, overdrafts, property loans, business loans and financial protection.• Onboarding of new to bank/new to product businesses for borrowing and non-borrowing facilities.

      • Associate Director, Business Banking

        Jun 2022 - Jul 2023

      • Senior Relationship Manager, Business Banking

        Sept 2020 - Jun 2022

      • Relationship Manager, Business Banking

        Jun 2018 - Sept 2020

    • HSBC

      Jul 2023 - now
      Relationship Manager Corporate Banking

  • Licenses & Certifications

    • Capital Markets and Financial Advisory Services (CMFAS) M5

      Singapore College Of Insurance

    • Capital Markets and Financial Advisory Services (CMFAS) 1A

      IBFSG - The Institute of Banking & Finance Singapore

    • Capital Markets and Financial Advisory Services (CMFAS) HI

      Singapore College Of Insurance

    • Capital Markets and Financial Advisory Services (CMFAS) M9

      Singapore College Of Insurance

  • Honors & Awards

    • Awarded to Gary Tan
      UOL Achievers Award - VSA top scorer -

  • Volunteer Experience

    • CPR/AED Instructor

      Issued by National Resuscitation Council on Jan 2012
      National Resuscitation CouncilAssociated with Gary Tan

    • Committee Member (Membership)

      Issued by Singapore Spurs Supporters' Club on Jul 2015
      Singapore Spurs Supporters' ClubAssociated with Gary Tan