Nicholas Teo Email and Phone Number
Curious and driven team player passionate about transformation and change management in Wealth & Asset Management.
Sia Partners
View- Website:
- sia-partners.com
- Employees:
- 3314
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Senior Management Consultant, Financial Markets And Private BankingSia PartnersSingapore -
Senior Management Consultant, Financial Markets & Private BankingSia Partners 2024 - PresentSia Partners is a next-generation global management consulting firm that blends consulting expertise with cutting-edge digital and AI capabilities, ensuring clients stay competitive in an ever-evolving landscape. With over 3,000 consultants across 20 countries, Sia Partners is known for its international connectivity, working with a wide range of multinational clients across sectors, with a strong wealth and asset management presence in APAC. -
Management Consultant, Wealth & Asset ManagementEy 2022 - 2024Notable Projects Include: 1. Global Front-Back Office Operational Harmonization & Target Operating Model, Japanese Investment Manager● Responsible for global process mapping and optimization, identifying areas for alignment across markets.● Inventorised operational catalogue to standardize and integrate investment operations across operating jurisdictions. ● Recommended best practices, enhancing coherence and harmonisation across markets and business units… Show more Notable Projects Include: 1. Global Front-Back Office Operational Harmonization & Target Operating Model, Japanese Investment Manager● Responsible for global process mapping and optimization, identifying areas for alignment across markets.● Inventorised operational catalogue to standardize and integrate investment operations across operating jurisdictions. ● Recommended best practices, enhancing coherence and harmonisation across markets and business units. ============================================2. Large-Scale Asset Management Technology Implementation, French Security Services Provider● PMO role for implementation of BlackRock's Aladdin system for an investment manager.● Tracked UAT and IUAT testing, ensuring alignment with stakeholder goals.● Liaised with more a dozen custodian banks and client vendors for custody and settlement support. ● Led intercompany workshops and senior stakeholder discussions, ensuring timely delivery of outcomes and alignment to steerco goals.============================================3. Middle to Back Office Process Mapping & Target Operating Model, Global PE & Alternative Investor● Supported initiatives to address inefficiencies in middle and back-office functions.● Mapped end-to-end processes to identify bottlenecks, risks, and automation opportunities.● Facilitated workshops with senior stakeholders, achieving significant reduction of processing times.============================================4. International Data Review & System Optimization, Regional Asset Manager ● Reviewed data sources to identify gaps and improvement opportunities. ● Provided tactical quick wins to optimize data flows across jurisdictions and business units for increased accuracy and efficiency. ● Significantly reduced duplication of data and efforts across markets, enhancing system performance. =============================================Attained EY Asia Pacific Recognition Award for outstanding contributions. Show less -
Financial Services ConsultantManulife Financial Advisers Pte Ltd 2021 - 2022● Performed hot and cold lead generation activities to attain weekly appointment targets.● Delivered investment advisory services across a diverse portfolio of investment vehicles, such as investment-linked products and mutual funds.● Customised investment strategies aligned to client needs, advancing client satisfaction and financial portfolio performance.● Cultivated and grew client relationships through strong referral networks and principled sales advisory… Show more ● Performed hot and cold lead generation activities to attain weekly appointment targets.● Delivered investment advisory services across a diverse portfolio of investment vehicles, such as investment-linked products and mutual funds.● Customised investment strategies aligned to client needs, advancing client satisfaction and financial portfolio performance.● Cultivated and grew client relationships through strong referral networks and principled sales advisory process. Show less -
Financial Services Consultant - Top Rookie And Team BuilderAia Financial Advisers 2017 - 2019● Implemented innovative outreach strategies and training initiatives that fueled weekly business expansion and enhanced overall team performance.● Personally led the recruitment and development of a high-performing team comprising over 20 members● Acknowledged for outstanding leadership qualities in expanding the team, leading to a nomination for youngest Associate Director
Nicholas Teo Education Details
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Global Excellence Scholarship -
Awarded Consumer Association Of Singapore (Case) Prize
Frequently Asked Questions about Nicholas Teo
What company does Nicholas Teo work for?
Nicholas Teo works for Sia Partners
What is Nicholas Teo's role at the current company?
Nicholas Teo's current role is Senior Management Consultant, Financial Markets and Private Banking.
What schools did Nicholas Teo attend?
Nicholas Teo attended The University Of Western Australia, Ngee Ann Polytechnic.
Who are Nicholas Teo's colleagues?
Nicholas Teo's colleagues are Romain Laïly, George Mars, James Basse, Alex Mcginnes, Bruce Pollack, Maarten Van Dijk, Jérémie Rondeau.
Not the Nicholas Teo you were looking for?
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Nicholas Teo
Singapore -
Nicholas Teo
Senior Financial Consultant At Great Eastern Financial Advisers Private Limited | Certified Estate & Succession PractitionerSingapore -
2gmail.com, publicis.com.sg
1 +658368XXXX
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2blackrock.com, gmail.com
1 +659003XXXX
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