Rachel Tan

Rachel Tan

Client Service Specialist, Service Line @ UBS

About Rachel Tan

Rachel Tan is a Client Service Specialist at UBS in Singapore, where she has worked since 2021. She focuses on enhancing user experience and driving the adoption of digital capabilities in UBS Wealth Management.

Work at UBS

Rachel Tan has been employed at UBS since 2021 as a Client Service Specialist in the Service Line. In her role, she collaborates with global delivery streams to facilitate the implementation of key initiatives within the organization. Her responsibilities include driving the adoption of digital and platform capabilities specifically for UBS Wealth Management in Singapore. Rachel acts as a liaison between users, global delivery streams, and IT, focusing on enhancing user experience and operational efficiency.

Education and Expertise

Rachel Tan earned her Bachelor of Business Administration (BBA) degree from the National University of Singapore, where she studied Finance from 2016 to 2020. This educational background provides her with a solid foundation in financial principles and business practices, which she applies in her current role at UBS. Her expertise in finance and client service contributes to her effectiveness in supporting UBS's strategic initiatives.

Background

Rachel Tan is based in Singapore and has been working in the financial services sector since completing her education. Her role at UBS involves significant interaction with various stakeholders, including users and IT departments. This background equips her with the skills necessary to navigate complex organizational structures and improve service delivery.

Achievements

In her position at UBS, Rachel Tan has played a key role in supporting the rollout of important initiatives and enhancing digital capabilities within the Wealth Management division. Her efforts in driving user adoption of new platforms demonstrate her commitment to improving service efficiency and user satisfaction.

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