Michelle Tan Email & Phone Number

Singapore

Singapore

- As Chief of Staff to the Global Head since 2022, spearheaded business transformation initiatives resulting in record financial performance - Crafted strategic priorities to position the organization as a leading international Wealth Manager, with a strategic emphasis on end to end digitization and product innovation- Implemented robust dashboard systems to provide actionable data insights, monitor key performance indicators (KPIs), and drive digital adoption across the organization- Orchestrated client engagement campaigns across markets to deepen Wealth cross-sell, resulting in robust double-digit growth in New to Wealth clients- Developed a comprehensive growth strategy to exponentially scale the Discretionary Portfolio Management (DPM) business - Conceptualized and executed a business plan and operating model for a digital-first Wealth proposition- Took charge of initiatives aimed at enhancing organizational design, optimizing cost efficiency, and improving employee engagement, thereby driving operational excellence across the organization

Singapore

- Collaborated closely with senior management to define the strategic trajectory for the Retail Bank and Corporate Bank to achieve double-digit Return on Tangible Equity (ROTE)- Conceptualized a holistic strategy to transform the Affluent and Wealth business, focusing on digitalization, client acquisition, personalized advice, and client coverage- Spearheaded the strategic evaluation of the AME franchise, resulting in the strategic exit from 7 sub-scale markets, thereby streamlining operations and improving returns - Articulated strategic priorities and identified growth levers instrumental for the turnaround of key markets, optimizing performance and capitalizing on emerging opportunities.- Led critical projects to optimize the Group structure and reduce the Cost of Funds, positioning the organization for sustained growth and profitability

Singapore

Managed business digitization initiatives to transform Citi’s Wealth business, grow digital revenue streams, improve operating efficiency and enhance digital client value proposition

Singapore

Strategic client coverage of Singapore UHNW and family offices with a focus on M&A and Private Equity (PE)

Singapore

Actively managed a multi-billion Financial Services investment portfolio to deliver strong investment returns, covering both Public Market and Private Equity transactions across developed and emerging markets - Originated, structured and executed major investments and divestments across US, Europe and Latam- Led commercial and financial due diligence and negotiation of legal documents - Conducted in depth business analysis and modelling of major FIs to deliver portfolio recommendations to improve returns - Led regular engagement with CEO / CFO of portfolio companies on business strategy and financial forecasts

Singapore

Financial adviser in a wide range of M&A transactions such as take-over offers, joint-ventures, divestments, corporate restructuring and management buyouts

Singapore

Provided financial advisory services such as financial due diligence, financial forecast review and completion assistance to global corporations in M&A transactions spanning multiple industries

Singapore

Worked with CEO during QB's start-up phase to define company’s local and regional expansion strategy. Acquired key merchants for contactless payments and developed financial analysis and pricing strategy for key merchants

Master’S Degree, Management Science

Masters of Science, Management Science and Engineering

Bachelor’S Degree, Electrical And Electronics Engineering

Bachelors of Science, Electrical Engineering