Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
Generic
JING HUI TAN

JING HUI TAN

Singapore

Summary

I am a highly driven individual with a fervent focus on achieving strong outcomes. This is evidenced by my consistent achievements across my banking sales experience. In my time as Relationship Manager/Client Advisor across an effective 5 year period, I have received 5 major awards for Outstanding Sales Performance including being top of my cohort during my rookie years. I manage investment portfolios totalling SGD300 million across 200 High Net Worth individuals internationally. I also have a diverse range of banking and Fintech experience across various profit driving departments of the Retail Banking Division - Wealth Management, Business Management, Digital Project Management, Sales and Distribution and now Private Credit in a Fintech company. Between 2018 and 2020, I helped to formulate and execute sales and distribution strategies for consumer banking in Singapore and OCBC Premier Bank in the region which saw a 10% growth in Assets Under Management (SGD 3 billion) and revenue (SGD338 mil) in FY2020. Now, I lead the Strategic Investor function with a strong focus on improving the company's capital position by raising debt across the following channels: Institutional Investors, Accredited Investors (AI), High Net Worth Individuals (HNW), Family Offices (FO) and DeFi (Decentralized Finance on secure distributed ledgers). I work closely with the Capital Markets Director (who is looking after the bank and Hedge Fund segments) and the CFO to develop and execute the company's funding strategy and planning in the AI and HNW segment. My passion is to help others grow and be successful individuals themselves. Having the opportunity to make a lasting impact on the business, our people and our clients' wealth is the ultimate motivation behind my work. My main strengths are valuing teamwork, resourcefulness, loyalty and an unwavering drive to convert talent into outcomes.

Overview

8
8
years of professional experience

Work History

Director of Sales

Moomoo Financials Singapore
10.2024 - Current
  • Devise growth strategy and policies to achieve business objectives.
  • Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
  • Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
  • Launched new products successfully into the market, coordinating marketing initiatives and comprehensive sales campaigns.
  • Established strong partnerships with industry influencers to expand brand recognition and drive business growth.

Senior Manager - Strategic Investors

Funding Societies
11.2023 - 10.2024
  • Directly led Inst/AI/HNW/FO debt raising activities (long- and short-term debt, across different)
  • I actively improve the teams understanding and performance of raising debt from Inst/AI/HNW/FO
  • Manage and act as the primary face to the market in the identification and approach to Inst/AI/HNW/FO; including identification of overseas funding sources and developing the materials
  • Build on relationships with existing investors, and submitting further applications for funding
  • Manage relationships with all relevant parties in the strategic investor network (VCs, banks, hedge funds, lenders, brokers investors, trustees, lawyers etc.) and prepare loan proposals and credit monitoring data for various debt instruments
  • Provided strong leadership to enhance team productivity and morale.

Client Advisor - Senior Associate Director

Standard Chartered Bank
05.2022 - 10.2023
  • Client Advisor - Priority Private and International Banking (Accredited Investor Platform)
  • Top Rookie - Circle Of Champions 2023
  • Secured 1st place in Rookie category for outstanding sales performance
  • Manage 200 international client investment portfolios totalling SGD 300 million in Assets Under Management (AUM)

Assistant Vice President - Management Associate

Overseas Chinese Bank Corporation
07.2016 - 05.2022
  • Senior Relationship Management - Onshore Premier Banking
  • 4-time Full Year Pinnacle Award Winner for Outstanding Sales Performance across 4 years
  • Managed 200 client investment portfolios totalling SGD 200 million of Assets Under Management (AUM)
  • Digital Projects Management
  • Developed OCBC's internal AskAnyone app for relationship managers and team leads to manage their day to day tasks efficiently and automate sales tracking
  • Enhanced CRM and internet banking platform for Premier and Premier Private clients to consolidate their wealth products across OCBC-linked entities
  • Represented BU throughout UX design, UX testing, development of MVP and full product launch
  • Drove uplift in digital metrics including internal adoption of our digital capabilities among front office staff
  • Business Management - Management Associate
  • Executive Assistant to Head of Branch and Group Premier Banking
  • Formulating and executing sales and distribution strategies for consumer banking in Singapore and OCBC Premier Bank in the region
  • 10% growth in Assets Under Management (SGD 3 Billion) and revenue (SGD 338 million)
  • Part of 8 men team to launch an Accredited Investor Platform offering bespoke wealth solutions to High Net Worth Individuals on the OCBC Premier Private Platform
  • Headcount, budget planning and incentive management through projection models creation

Education

Finance and Accounting - Second Upper Class Honours

University of Melbourne
12.2015

A-Levels -

Anglo-Chinese Junior College
12.2009

Skills

  • Fintech
  • Private Credit
  • Corporate Finance
  • Wealth Management
  • Business Management
  • Sales & Distribution
  • Revenue Growth
  • Sales funnel management
  • Deal Closing

Personal Information

  • Place of Birth: Singapore
  • Date of Birth: 12/29/91
  • Gender: Male
  • Nationality: Singaporean
  • Marital Status: Single

Timeline

Director of Sales

Moomoo Financials Singapore
10.2024 - Current

Senior Manager - Strategic Investors

Funding Societies
11.2023 - 10.2024

Client Advisor - Senior Associate Director

Standard Chartered Bank
05.2022 - 10.2023

Assistant Vice President - Management Associate

Overseas Chinese Bank Corporation
07.2016 - 05.2022

Finance and Accounting - Second Upper Class Honours

University of Melbourne

A-Levels -

Anglo-Chinese Junior College
JING HUI TAN