Benjamin Tan Email & Phone Number

I have been in the financial industry for more than 25 years. Over the years I have honed my skills as manager and as product owner, delivering and distributing innovative and tailored solutions for wealth management clients in the Asia-Pacific region. My most recent role was Head of Managed Solutions APAC at Credit Suisse. In this position, I was responsible for overseeing the product development and execution of mutual funds, AI, active advisory mandates, and discretionary mandates for various bank locations. I had a secondary role during this time. I was the Product Lead for the onshore China Wealth Management project at Credit Suisse. I worked closely with the local and regional teams, as well as external partners and regulators, to ensure the product met the client needs and complied with the legal and regulatory requirements. I also leveraged my skills in project management, communication, and stakeholder engagement to coordinate and execute the product launch and distribution strategy.