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Clement Tan, CFA, FCCA

Clement Tan, CFA, FCCA

Temporary officer

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  • Timeline

  • About me

    Treasury Specialist (Wealth Management) at CIMB Bank

  • Education

    • Nanyang Junior College

      2009 - 2010
      GCE A Levels

      Activities and Societies: Public Relation Officer of Student Council, Green Committee(Student Leader), Pets and Animals Welfare Society (Vice-President) Chairperson of CCA BazaarOrganising Committee for Teachers' Day Celebration

    • Compassvale Secondary School

      2005 - 2008
      GCE O Levels

    • Nanyang Technological University

      2013 - 2016
      Bachelor’s Degree Banking and Finance First Class Honours

      Activities and Societies: Deloitte Risk Intelligence Challenge Trophy (RICT), Risk Management Society - Subcommittee in the Research Committee, Singapore Business Case Competition, Bloomberg Summer Intern Challenge(2013). Dean's List (AY2013/14)

    • ACCA

      -
      Professional Qualification Accounting Member

      The Association of Chartered Certified Accountants is the global professional accounting body offering the Chartered Certified Accountant qualification.- Top Affiliate in Singapore for December 2015- 3rd Place for P4 Advanced Financial Management in December 2015 Examinations- 2nd Place for P2 Corporate Reporting in June 2014 Examinations- 2nd Place for F7 Financial Reporting in June 2013 Examinations

    • Jönköping University

      2014 - 2014
      Student Exchange Program

  • Experience

    • CPF Board

      Dec 2010 - Apr 2011
      Temporary officer

      - Provide administrative support for the CPF investigation and compliance department- Handle cheques submitted with incomplete details on the breakdown of CPF payments

    • Singapore Armed Forces

      Jan 2012 - Mar 2013
      Operations Specialist

      - Assisted in implementation of ISO 9000 in S3 (operations) branch which help in improving operational efficiency and reduced the time taken to train new soldiers- Planned and led the fitness regime for Full Time Servicemen in 3rd Singapore Infantry Brigade (SIB).

    • Ingram Micro Asia Ltd

      May 2014 - Jul 2014
      Accounts Assistant

      - Performed daily inventory reconciliations and investigate any large and abnormal variances.- Performed month end closing activities such as journal entries and bank reconciliations for USD and SGD accounts.- Assisted in the preparations of monthly financial report for management.

    • ACCA

      Mar 2015 - Dec 2015
      ACCA Student Ambassador

      Act as a liason to promote about ACCA activities and to provide an effective communication channel between undergraduate students and ACCA

    • Deloitte Singapore

      May 2015 - Jul 2015
      Risk Consulting Intern

      - Assist in the analysis of data to provide valuable insights for clients for risk consulting projects.- Assist in tender proposal through market research.

    • OCBC Bank

      Jul 2016 - Oct 2018

      Attached as a personal financial consultant at the branches as part of the OCBC Young Banker's rotation. Provided a one-stop financial advisory services through a wide range of wealth products that includes loans, unit trusts, insurance and structured deposits.Achievements• NorthEast Rising Star Award (March 2017)• NorthEast Star Award (May, June, September & November 2017)• Cluster Rank Number 1 (June & November 2017)• Solitaire Award (September 2017) - Above 150% performance Show less

      • Manager

        Apr 2018 - Oct 2018

      • Assistant Manager

        Jan 2018 - Mar 2018

      • Personal Financial Consultant

        Jan 2017 - Dec 2017

      • Graduate Associate, Young Bankers Program

        Jul 2016 - Dec 2017

    • CIMB

      Nov 2018 - now

      CIMB Private Bank - Credit Solutions- Help to provide tailored credit solutions to address unique and complex financing needs of high net worth individuals or their various entities to maximise the clients' Asset Under Management through leveraging.- Underwrite credit applications for High Net Worth Individuals through assessment of client financing needs and credit worthiness - Collaborate with other regional private banking for credit reviews for clients with cross border accounts. Show less

      • Treasury Specialist (Wealth Management)

        Oct 2021 - now

      • Senior Associate

        Nov 2018 - Sept 2021

  • Licenses & Certifications

    • M5 - Rules And Regulations For Financial Advisory Services

      SINGAPORE COLLEGE OF INSURANCE LTD
      Sept 2021

    • Health Insurance

      SINGAPORE COLLEGE OF INSURANCE LTD
      Oct 2016

    • M9 - Life Insurance And Investment-Linked Policies

      SINGAPORE COLLEGE OF INSURANCE LTD
      Sept 2016

    • M9A - Life Insurance And Investment-Linked Policies II

      SINGAPORE COLLEGE OF INSURANCE LTD
      Sept 2016

    • M8 - Collective Investment Schemes

      SINGAPORE COLLEGE OF INSURANCE LTD
      Aug 2016

    • M8A - Collective Investment Schemes II

      SINGAPORE COLLEGE OF INSURANCE LTD
      Aug 2016

    • Global Capital Market Solutions Trading Diploma

      Global Capital Market Solutions (GCMS)
      Sept 2014

    • Passed Level II of the CFA Examinations

      CFA Institute
      Jun 2018

    • Advanced Diploma in Accounting and Business

      ACCA
      Aug 2013

    • Passed Level I of the CFA Examinations

      CFA Institute
      Dec 2016

  • Honors & Awards

    • Awarded to Clement Tan, CFA, FCCA
      EXSA Gold Award Singapore Retailers Association Aug 2018
    • Awarded to Clement Tan, CFA, FCCA
      Top ACCA Affiliate Award Association of Chartered Certified Accountants Jun 2016 First Place in Singapore for completion of ACCA examinations in December 2015.
    • Awarded to Clement Tan, CFA, FCCA
      ACCA Prizewinner Association of Chartered Certified Accountants Dec 2015 3rd in Singapore for Paper P4 Advanced Financial Management.
    • Awarded to Clement Tan, CFA, FCCA
      First Runner-Up for Audit and Accounting Challenge 2015 - Jun 2015 An inter-school competition to test students application of their audit and accounting knowledge.
    • Awarded to Clement Tan, CFA, FCCA
      First Runner-Up for Deloitte Risk Intelligence Challenge Trophy 2015 Deloitte Mar 2015 An inter-university risk competition to raise risk awareness among undergraduate students.
    • Awarded to Clement Tan, CFA, FCCA
      ACCA Prizewinner Association of Chartered Certified Accountants Jun 2014 2nd in Singapore for Paper P2 Corporate Reporting Examination
    • Awarded to Clement Tan, CFA, FCCA
      ACCA Prizewinner Association of Chartered Certified Accountants Jun 2013 2nd in Singapore and 11th internationally for Paper F7 Financial Reporting Examination
    • Awarded to Clement Tan, CFA, FCCA
      Excellence in Innovation - Bronze Nanyang Junior College Oct 2009 An award by Nanyang Junior College to recognise and acknowledge creative project