Michelle Tan

Experience

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  QB Pte Ltd

  Nov 2002 - Nov 2004

  Assistant Manager, Regional Business Development

  Worked with CEO during QB's start-up phase to define company’s local and regional expansion strategy. Acquired key merchants for contactless payments and developed financial analysis and pricing strategy for key merchants

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  KPMG Singapore

  Nov 2004 - Sept 2006

  Manager, Transaction Services

  Provided financial advisory services such as financial due diligence, financial forecast review and completion assistance to global corporations in M&A transactions spanning multiple industries

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  DBS Bank

  Sept 2006 - Jun 2007

  Associate, Investment Banking , M&A Advisory

  Financial adviser in a wide range of M&A transactions such as take-over offers, joint-ventures, divestments, corporate restructuring and management buyouts

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  Temasek

  Jul 2007 - Sept 2016

  Associate Director

  Actively managed a multi-billion Financial Services investment portfolio to deliver strong investment returns, covering both Public Market and Private Equity transactions across developed and emerging markets - Originated, structured and executed major investments and divestments across US, Europe and Latam- Led commercial and financial due diligence and negotiation of legal documents - Conducted in depth business analysis and modelling of major FIs to deliver portfolio recommendations to improve returns - Led regular engagement with CEO / CFO of portfolio companies on business strategy and financial forecasts Show less

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  Sumitomo Mitsui Banking Corporation

  Nov 2016 - May 2017

  Head of Singapore , Wealth Management

  Strategic client coverage of Singapore UHNW and family offices with a focus on M&A and Private Equity (PE)

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  Citi

  Jul 2017 - Jul 2018

  SVP, Retail Strategy & Digitisation Lead (APAC)

  Managed business digitization initiatives to transform Citi’s Wealth business, grow digital revenue streams, improve operating efficiency and enhance digital client value proposition

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  Standard Chartered Bank

  Aug 2018 - now

  - As Chief of Staff to the Global Head since 2022, spearheaded business transformation initiatives resulting in record financial performance - Crafted strategic priorities to position the organization as a leading international Wealth Manager, with a strategic emphasis on end to end digitization and product innovation- Implemented robust dashboard systems to provide actionable data insights, monitor key performance indicators (KPIs), and drive digital adoption across the organization- Orchestrated client engagement campaigns across markets to deepen Wealth cross-sell, resulting in robust double-digit growth in New to Wealth clients- Developed a comprehensive growth strategy to exponentially scale the Discretionary Portfolio Management (DPM) business - Conceptualized and executed a business plan and operating model for a digital-first Wealth proposition- Took charge of initiatives aimed at enhancing organizational design, optimizing cost efficiency, and improving employee engagement, thereby driving operational excellence across the organization Show less - Collaborated closely with senior management to define the strategic trajectory for the Retail Bank and Corporate Bank to achieve double-digit Return on Tangible Equity (ROTE)- Conceptualized a holistic strategy to transform the Affluent and Wealth business, focusing on digitalization, client acquisition, personalized advice, and client coverage- Spearheaded the strategic evaluation of the AME franchise, resulting in the strategic exit from 7 sub-scale markets, thereby streamlining operations and improving returns - Articulated strategic priorities and identified growth levers instrumental for the turnaround of key markets, optimizing performance and capitalizing on emerging opportunities.- Led critical projects to optimize the Group structure and reduce the Cost of Funds, positioning the organization for sustained growth and profitability Show less

  • Head Of Business Management, Global Wealth Management

    Jan 2022 - now

  • Executive Director, Group Strategy

    Aug 2018 - Dec 2021