Tan Thomson Email & Phone Number

- Proven ability to manage complex database migrations and optimize SQL queries for enhanced efficiency.- Skilled in ETL processes to extract, transform, and load data for accurate and timely reporting.- Expert in credit portfolio stress testing to assess risk under various market conditions.- Proficient in developing and maintaining interactive dashboards using Power BI for effective data visualization, including FX, credit, and market risk dashboards.- Conducted User… Show more - Proven ability to manage complex database migrations and optimize SQL queries for enhanced efficiency.- Skilled in ETL processes to extract, transform, and load data for accurate and timely reporting.- Expert in credit portfolio stress testing to assess risk under various market conditions.- Proficient in developing and maintaining interactive dashboards using Power BI for effective data visualization, including FX, credit, and market risk dashboards.- Conducted User Acceptance Testing (UAT) prior to database deployment to ensure system reliability and functionality.- Experienced in Streamlit app development for user-friendly data exploration and analysis. Show less

Singapore

Initiate the implementation of templates for static makers to ensure completeness, timeliness and consistency of data in accordance with fiduciary, statutory, regulatory and internal requirements in the Singapore and Hong KongLiase with wide range of stakeholders across the back, middle and front office to actively participate in intiatives to streamline account structure change processes.Involved in UBS’s Automation Project to streamline daily taskDeveloped Task Management Skills… Show more Initiate the implementation of templates for static makers to ensure completeness, timeliness and consistency of data in accordance with fiduciary, statutory, regulatory and internal requirements in the Singapore and Hong KongLiase with wide range of stakeholders across the back, middle and front office to actively participate in intiatives to streamline account structure change processes.Involved in UBS’s Automation Project to streamline daily taskDeveloped Task Management Skills and helped the team to ensure all SLA for assigned task are duly met Show less

Singapore

- Advised 120 clients of $350K AUM each on financial planning and investments, involving foreign exchange, unit trusts, insurance, and housing loans- Conducted initial customer due diligence, client onboarding and customer relationship management- Trained new managers on financial knowledge including fixed income and treasury products

Enrolled over 200 individuals in health insurance plans over 3 months through door-to-door and referral salesEstablished strong advisory relationships through providing detailed summaries of clients’ insurance coverage Acquired BCP, PGI and HI certifications

Achieved Top 3 Banca Performer in February 2015 with monthly Investment and Insurance target recordsAdvised 80 clients on foreign exchange investments and life insuranceAcquired CMFAS M5, M8, M8A, M9, M9A

Msc Asset Pricing And Investment, Economics, Graduate With Merit (Second Upper And Equivalent)

The programme is designed to help individuals to understand how to determine values for claims to uncertain and risky payments such.

2Nd Upper And Equivalent

Bachelor’S Degree, Banking, Corporate, Finance, And Securities Law, 3Rd Class Honours

Activities and Societies: Student Representative Club