Jim Tan Email
Head of Client Growth Strategy and Partner Ecosystems @ Citi
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Jim Tan Location
- Singapore
Jim Tan Work
- Head of Client Growth Strategy and Partner Ecosystems @ (January 2026 - Present)
- Head of Client Engagement and Employee Experience (Asia South Wealth), Senior Vice President @ (January 2025 - December 2025)
- Head of Segment (Asia South Wealth) @ (January 2024 - December 2024)
- Head of Portfolio Management (Segment), Vice President @ (January 2021 - December 2023)
- Wealth Management Portfolio Lead @ (January 2019 - December 2020)
- Insurance Portfolio Lead, Assistant Vice President @ (January 2017 - December 2018)
- Client Segment Portfolio Manager @ (October 2015 - December 2016)
- Business Unit Controller, Investment and Insurance Products and Wealth Management @ (January 2014 - October 2015)
- Business Unit Controller, Investment and Insurance Products @ (April 2011 - December 2013)
- Regional Financial Analyst @ (July 2010 - April 2011)
- Regional Finance Intern @ (April 2009 - August 2009)
- Regional Finance Intern @ (May 2008 - August 2008)
Jim Tan Education
- Singapore Management University
Bachelor of Business Management (Honors) (Finance and Accounting)
2006-2010 - Maastricht University
International Student Exchange Program - Fall 2009
Jim Tan Skills
- Finance
- Banking
- Wealth Management
- Financial Analysis
- Financial Modeling
- Business Analysis
- Business Case
- Business Planning
- Business Strategy
- Budget Forecasts
- Management Accounting
- Financial Reporting
- Cost Management
- Corporate Finance
- Unit Trusts
- Treasury
- Structured Products
- Bancassurance
- Leadership
- Microsoft Office
- Customer Service
- Assurance
- Analysis
- Data Analytics
Jim Tan Summary
- Jim Tan, based in Singapore, is currently a Head of Client Growth Strategy and Partner Ecosystems at Citi. Jim Tan brings experience from previous roles at Citi. Jim Tan holds a 2006 - 2010 Bachelor of Business Management (Honors) in Finance and Accounting @ Singapore Management University. With a robust skill set that includes Finance, Banking, Wealth Management, Financial Analysis, Financial Modeling and more. Jim Tan has 2 emails on RocketReach.
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