Andy Tan
Orient Wealth Advisors / Chief Operating Officer
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Andy Tan
Orient Wealth Advisors / Chief Operating Officer
Self Introduction
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Orient Wealth Advisors5 years
Chief Operating OfficerPresent
- Present
• Co-found the company with 3 business partners • Worked closely with the CEO on the requirements for application of RFMC • Key contact with MAS on all regulatory matters
Wealth Management Institute2 years
Certificate for Family Office Advisors
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JIA Asset Management1 year
Chief Operating Officer
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• Assist the CEO to formulate, document and implement policies & procedures to address MAS requirements on the CMS application • Work with key partners to implement in-house fund structures • Responsible for all operational aspects of the firm covering Operation
Standard Chartered Bank1 year
Business Analyst
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• Successfully delivered an initiative to adhere to MAS Outsourcing regulations for SC Trust within 3 months • Worked closely with other teams in the Private Bank on change initiatives
DBS Bank Ltd3 years
Project Manager
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• Project manager for change initiatives from SGD 500k onwards to deliver within scope, timeline and budget • Manage overall project delivery including project financials • Organise and led frequent communication with senior management as part
UBS AG8 years
Team Lead
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Leading key project initiatives for UBS Trustees stakeholders on process automation & re-engineering in the areas addressing risk and regulatory changes
Business Analyst
• Analyse business requirements and assist the global team in reviewing and finalising functional specifications • Assist Business and IT PMs in project scoping and development of Project Charter
Streamline Solutions Pty Ltd13 years
Technical Manager
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• Managed project teams for CRM and Contact Center implementation • Recruited and trained a mobile project team to cater to the needs of APAC projects • Successfully implemented CRM systems in several industries such as oil and gas, transportation and government agenci
Solutions Manager
• Worked closely with partner sales teams to close tenders in the healthcare, transportation, banking and other industries • Consultant to clients by studying and documenting business processes to customise solutions to suit business model and environment
University of London3 years
B.Sc. Computing & Information Systems
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Afond Information Systems Pte. Ltd.4 years
Software Engineer
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• Championed product differentiation by adopting new technologies such as Microsoft .NET Framework, Crystal Reports and Microsoft SQL Server • Developed computer telephony systems with more than 600 corporate install base • Level 3 regional support for core application products