Daphne Tan Email & Phone Number

• Global Experience: - Seconded to Citibank Private Bank, Hong Kong to established the Notes Platform with 3rd party providers. Developing bespoke equities derivatives structures from April 2010 to April 2012. • Leadership: - Managing a 2-member team of Equities/Hybrid Structured Product Team overseeing the AP Structured Products Development. • FINTEC:- Developed a digitized OTC platform for Equities Derivatives related structures via an electronic trading platform designed and developed in-house. - The main lead in spear-heading the project that spans across the global network of Citi (Asia, EMEA & US), leading a team of subject matter experts – Risk, Legal, Compliance, IT, Operations and Structuring/Trading. • Advisory and Recommendations: - Provided value added, focused advisory and recommendations through active business partnerships and engagements. • Innovation / Structuring: - Strong ability to structure and develop forward looking strategies in the various asset classes (FICC, Equities, Fund and Insurance Linked) for a fast changing environment through various product matrix and channel distribution strategies, and yet addressing the needs of the client, and banker. Customized to the unique offering models of Global Consumer Units across Asia.• Business Development & New Markets: - Expertise in creating value partnerships with onshore teams, in establishing new business and product lines in local jurisdictions across diverse Asia, navigating local competitive landscape, understanding business and client needs, onshore laws and regulations. • US Regulations: - Implementation of US Regulations including Volcker and Tax 871(M) across AP Consumer Banks.• Governance - - Local Jurisdiction Products, Sales, Suitability, Documentation and Programs, System & Process reviews in conjunction with Risk, Legal and Compliance.- Delegate Regional Product Sponsor on Regional / Global Product Committees and In-Country Business Product Programs

Listed skills include Equities, Trading, Management, Structured Products, and 14 others.

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  The University Of Manchester

  Finance