Jeff Tan
About Jeff Tan
Jeff Tan is a Data & Document Specialist at UBS, where he has worked since 2017. He has a background in banking and finance, with previous roles at BNP Paribas, HSBC, and ICICI Bank.
Current Role at UBS
Jeff Tan currently serves as a Data & Document Specialist at UBS, a position he has held since 2017. In this role, he specializes in reviewing and processing documents related to E-Banking and Investor Profiling. His responsibilities include processing and entering investor profiling forms and onboarding new mandates for clients. He also conducts name and negative news searches for new account openings, ensuring compliance and thoroughness in client onboarding processes.
Previous Experience at BNP Paribas
Prior to his current role, Jeff Tan worked at BNP Paribas as a Credit and Loans Analyst from 2015 to 2016 for a duration of 10 months. In this position, he gained experience in analyzing credit and loan applications, contributing to the bank's lending operations.
Career Background at HSBC and ICICI Bank
Jeff Tan has a diverse background in banking, having worked at HSBC as a Bank Assistant from 2011 to 2013 for two years. He also held the position of Loan Administration Officer at ICICI Bank for six months in 2014. These roles provided him with foundational experience in banking operations and customer service.
Educational Background in Banking and Finance
Jeff Tan studied Banking and Finance at the University of London International Programmes (SIM), where he achieved a Bachelor of Science (BSc) degree from 2007 to 2011. His educational background is complemented by his earlier studies at Jurong Junior College and Chou Chu Kang Secondary School, where he developed a strong foundation in academic disciplines.