Gerald Tan Email & Phone Number

London, United Kingdom

- International Assignments – London (Jan 13 - ); Mumbai (Mar 08 – Jun 08); Beijing/Shanghai/Hong Kong (Oct 06 – Feb 08)- Four awards for outstanding performance: Two-time winner of “Simply the Best” Award (Asia) (2006, 2010), and one-time winner of Finance 1st globally (2007); Award for Exceptional Client Service (Q1, 2011); Selected for the Finance Management Talent Programme in RBS (2012).- Jan 2013 - Jan 2014: Divisional CFO sponsorship of my one-year secondment from Singapore to spearhead the transformation of the strategic planning and business performance management of Coutts UK (~ £600m revenues p.a. and £42bn of assets). Direct report to CFO, UK. Achievements:- Successfully led and executed the Finance-Change program for Coutts UK, focusing on strategic planning and business performance management. With a team of five, built from scratch a framework for analytical and business performance support to the Business. - Significantly improved the strategic planning/forecasting cycle by identifying and quantifying key business drivers, and working with the business to close revenue gaps through product and strategic initiatives.- Initiated and implemented the “Financial Awareness Masterclass” to 80% of the Market Heads and Team Leaders where we improved their understanding of their financials to drive stronger performance.Experience:- Strong understanding of lending and deposits products, with hands-on experience in the execution of product initiatives with Products/Services e.g. product repricing and development.- Collaborated with Treasury to actively manage the balance sheet, and with Products/Services to manage product margins for optimal revenue generation.- Hands-on experience in managing the financial implications of new regulations affecting the investments for clients. The Financial Conduct Authority in the UK is widely considered to lead on regulations protecting the customer.

Singapore

Core responsibilities: - Financial Management: With CFO, responsible for the entire strategic planning/budgeting process for Asia. - Business Performance Management: Using facts-based quantitative analysis to touch the heart of business performance in the Front Office, Products and Treasury. Includes monthly business reviews to drive Business performance. - Balance Sheet Management: Secretary of Asia Asset-Liability Management Committee. Directly supported CFO and Treasurer to optimise balance sheet structure and yield via monthly detailed reviews of balance sheet.- Growth and Expansion: Supported CEO/CFO with detailed business reviews and implementation of action plans with Market Heads. Includes PB hiring, product launches, PB teams restructuring, Ultra-High Net Worth initiatives.- Communication with Group/Head Office: Closely supported CEO/CFO in their financial communication to Group to ensure the business gets adequate support. - Projects: Led Asia-wide review of Products Pricing Strategy; Asia representative for Divisional-level Finance projects.Corporate Finance/Business turn-arounds:- M&A: Onshore collaboration with Bank of China (2006/07) in China; Acquisition of Abn Amro Private Bank (India)(2008); Due-diligence of ABN Amro Retail Business as part of RBS acquisition (2007); periodic financial/strategic evaluation of M&A opportunities (2006 – 2008). In-depth knowledge of acquisition strategies, valuation, and financial modelling for banking acquisitions.- Integration of businesses: Financial and operational experience in integrating private banking businesses specifically the integration of Abn Amro Private Bank (India) into Coutts offshore private banking business in 2008.- Crisis Management: Experience in managing from a financial perspective impact of mass PB resignations and asset retention (Q4,2009)

Singapore

• Executed M&A, financial due diligence and corporate restructuring deals within the mid-market segment, covering shipping, manufacturing, consumer goods and hotel industries• Performed full M&A valuation analysis including comparable trading and transaction multiples, discounted cash flow and accretion/dilution analysis, refinancings, financial ratios calculations and IRR analysis • Specialised in the audit of top-tier global financial institutions (Sept 2000 to June 2003)• Ranked in the top-tiered band in work performance (from annual staff appraisals) in 2000 and 2005

Bachelor'S Degree, Accounting And Finance

Bachelor'S Degree, Accounting And Finance, First Class Honours