Iris Ng Tan
Summary
Result-driven finance professional with 30+ years of experience in the Banking & Wealth Management Industry. The last role within the financial industry is with a External Asset Management (EAM) firm. Proven track record in client relationship management, compliance & operational support. Committed to providing excellent service to high-net-worth individuals.
Overview
34
34
years of professional experience
Work History
Senior Associate Banker
Citibank N.A. Private Banking (CPB), Singapore
01.2004 - 04.2024
- As a Senior Associate Banker, I assisted the Private Banker in Client Account Management.
- Opened new Relationships/Accounts.
- Performed clients profiling & due diligence before onboarding new clients.
- Performed periodic 'Know Your Client' (KYC) checks verifying clients’ identities & source of wealth (SOW).
- Provided direct & indirect sales supports to the Banker and even act as a contact point in the absence of the Banker.
- As Senior Associate Banker, I am expected to provide timely & accurate execution of transactions & rendered superior services requests from clients.
- As a Senior Associate Banker, I strive to Manage Compliance Risk well by adhering to regulatory & legal requirements.
- Efficiently leverage Bank’s Delivery Platform to meet clients needs by pro-actively working with infrastructural support team in problem-solving for the purpose of service improvements for clients.
- As a Senior Associate Banker, I am expected to Mentor & inspire colleagues to work collaboratively to support learning/training and achieve superior results.
Relationship Manager
Citibank Singapore Limited International Personal Banking (IPB), Singapore
08.1990 - 12.2003
- I started my career with Citibank N.A. with the International Personal Banking as a Junior Officer handling accounts opening, clients transactions & banking needs (non-sales).
- Slowly progressed to become an Assistant Relationship Manager for a few years covering the North Asia market - Taiwan & Hong Kong.
- As an Assistant Relationship Manager, the main role was to provide sale support to a pool of bankers.
- Eventually becoming a Relationship Manager managing clients portfolios from across the world and as the same time managing a small team of junior Relationship Managers & Assistant Relationship Managers.
- Clients Onboarding
- Advice clients on investment products (sales)
- Account Maintenances
- Transactions
- Addressing clients complains
- Team Lead
- Sales
Education
Diploma - Banking & Finance
Institute of Banking & Finance
Skills
- Microsoft Office, Excel, Google Suite
- Effective & professionalism during meetings with International clients
- Time Management
- Discovering ways to increase productivity & in so doing improvement on work life balance
- Excellent & effective inter-personal skills
Timeline
Senior Associate Banker
Citibank N.A. Private Banking (CPB), Singapore
01.2004 - 04.2024
Relationship Manager
Citibank Singapore Limited International Personal Banking (IPB), Singapore
08.1990 - 12.2003
Diploma - Banking & Finance
Institute of Banking & Finance
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