Jim Tan is currently the Head of Client Engagement & Employee Experience at Citi, where they lead strategies across prospect acquisition and client deepening in Asia South Wealth. Previously, Jim served as the Head of Portfolio Management, managing diverse wealth management initiatives and achieving significant digital engagement growth. They have a robust background in financial planning and analysis, having held key roles in various financial institutions, including DBS Bank and Rockwell Automation. Jim earned a Bachelor of Business Management with honors in Finance and Accounting from Singapore Management University.
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