Kenny Tan Sia Koon
Summary
A motivator, team leader, with multi geographic familiarity and cross functional team involvement
Experienced in driving business objectives to completion and proven project management skills
Overview
15
15
years of professional experience
1
1
Certification
Work History
Investments Analyst - COO
Citi Global Wealth - Citi Private Bank & Citigold
01.2023 - Current
- Partner with Investment Counselors ,Sales Specialists, GMMs,Product Heads & Country Business & Finance Teams to develop key performance metric targets, ensure appropriate sales forecasting, pipeline management & performance tracking.
- Support the Business Heads & Investments COO in driving key initiatives to accelerate growth in revenue, new investments asset & client penetration across the Wealth Continuum
- Ideating and presenting the regional investments business updates to the senior leadership team and other external forums
- Collaborate with cross-functional teams to roll-out the regional wealth campaigns from leads optimization to productivity tracking
- Developed communication strategy for Bankers, Sales Specialists and Investments Counselors to drive campaign efficiencies and communicate success
- Collaborate with digital, technology and country product teams to define and manage technology budgets, project requirements and scope from initiation to commercialization
- Execute platform enhancements needed to streamline all aspects of technology journeys for better refinement of trade execution
- Drive business efficiencies through performing payback analysis, expense management, fees cost management ,evaluating YTD expenses and action new functional redesign
Regional Segments Manager - Acquisition
Citibank N.A
11.2021 - 01.2023
- Build client acquisition strategy for 17 markets in APAC/EMEA region for Citigold & Citigold Private Client Segments
- Drive key business metrics which includes , Net New Money , Investments & Insurance penetration, profitability and segment growth
- Working closely with the country segments team from lead generation , digitization of client acquisition journey and driving New to Bank client growth
- Driving total client growth includsing integration with Private Bank upstream referral model
- Build the offshore investor strategy across client value proposition , digital growth and scaling efficacies of top feeder markets for International Personal Bank (IPB)
- Drive internal partnerships to deliver incremental acquisition volumes and harness the power of One Citi
- Execute acquisition source analysis with Win in Wealth Focus markets through channel level deep dive , MIS performance management and identify efficient “Cost per acquisition “models
- Lead channel diversification for acquisitions and help build new channels like Partnerships both external and internal
AVP - Consumer Secured Lending
OCBC Bank
01.2016 - 11.2017
- Drive day to day achievement of sales targets with respective branch/cluster sales head on secured lending products
- Collaborate with various stakeholders on new internal and external partnership initiatives to drive incremental business growth
- Conduct various trainings and regulatory updates to the network of Relationship Managers and Personal Financial Consultants.
- Drive discussions & focus groups with Premier & Premier Private Client RM teams to advocate best practices and success sharing
- Liaise with credit and product teams on policies and pricing matters
- Achieved 127% of overall sales target (FY 2017)
- Awarded Top Mortgage Advisory Manager - Q2,2016 Bank- Wide
- Awarded SPRING Singapore - Excellent Service Award 2017 , Silver Award
Sales Manager - Consumer Secured Lending
OCBC Bank
04.2013 - 12.2016
- Sales Manager to a team of 12 Mortgage Specialists
- Strategic business alliance and build partnerships with real estate agencies, lawyers and property developers to drive incremental secured lending sales volumes and revenues.
- Spearhead various process improvements and lead change transformation projects
- Exceeded plan target and consistently ranked within the Top 10% of the sales network
Assistant Manager - Consumer Financial Services
OCBC Bank
06.2010 - 03.2013
- Mortgage Specialists tasked with mortgage loan sales and distribution
- Achieve cross-sell targets across full suite of Retail Wealth Products – Insurance, Unsecured Lending & other products
- Deepen client referral relationships with existing clients and Real Estate Agents
- Exceeded individual target for mortgage sales , breaking into top 10% of mortgage specialists network within the first year of service
Personal Banker
UOB Bank
11.2008 - 06.2010
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Distribution of various Insurances, Investments & Structured Products through sound advisory and financial needs analysis
- Achieved – Top Personal Banking Associate Award (Insurance Category) in 2009
Education
Bachelor of Business - Marketing
RMIT University
Melbourne, Australia Diploma - Real Estate Management
Ngee Ann Polytechnic
Singapore Skills
- Retail/ Private Bank Wealth Management
- Leadership & Team Collaboration
- Business/ Financial Management
- Strategic Planning
- Sales Strategy Execution
- Business Analytics
- Client Segments & Value Proposition
- Product Marketing & Management
- Credit / Secured Lending
- Digital Channel Growth
Certification
Council for Estate Agencies (CEA) Singapore
- Certified Real Estate Salesperson (2018)
Institute of Banking and Finance (IBF) Singapore
- Capital Markets & Financial Advisory Services (CMFAS) Modules (2008-2009)
Timeline
Investments Analyst - COO
Citi Global Wealth - Citi Private Bank & Citigold
01.2023 - Current
Regional Segments Manager - Acquisition
Citibank N.A
11.2021 - 01.2023
AVP - Consumer Secured Lending
OCBC Bank
01.2016 - 11.2017
Sales Manager - Consumer Secured Lending
OCBC Bank
04.2013 - 12.2016
Assistant Manager - Consumer Financial Services
OCBC Bank
06.2010 - 03.2013
Personal Banker
UOB Bank
11.2008 - 06.2010
Bachelor of Business - Marketing
RMIT University
Diploma - Real Estate Management
Ngee Ann Polytechnic
Council for Estate Agencies (CEA) Singapore
- Certified Real Estate Salesperson (2018)
Institute of Banking and Finance (IBF) Singapore
- Capital Markets & Financial Advisory Services (CMFAS) Modules (2008-2009)
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