Karen Tan
Head of Client Servicing and Business Management at AAM Advisory Pte Ltd- Claim this Profile
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Bio
Benn Gilmour
I have known Karen for 15 years and worked very closely with her for many of those years. She is an impeccable Administration/Client Services Manager who has the back office of companies working like clock work. She provides an excellent service to her advisers/sales team internally but also builds excellent relationships with 3rd party business partners such as Insurance companies where she integrates the systems and processes of her back office to align with that of her partners making slick effecient processes for the benefit of all stakeholders. Karen is a top rate Administration Manager and a true standout across the many people I dealt with in similar roles during my time in Asia.
Kelso Beggs
I have known Karen for 14 years and we worked together for 7.5 years. Karen is one of the most talented Operations Professionals I have met. She is hard working, diligent, passionate about the end client and company she represents and a fantastic team player. She has worked in Insurance based Wealth Management and Financial Planning for over 20 years (the majority of this at the same firm) and what she doesn't know isn't worth knowing! Karen can make your business more streamlined, get more things right first time, successes can be repeated so that you have very happy advisory staff and clients.
Benn Gilmour
I have known Karen for 15 years and worked very closely with her for many of those years. She is an impeccable Administration/Client Services Manager who has the back office of companies working like clock work. She provides an excellent service to her advisers/sales team internally but also builds excellent relationships with 3rd party business partners such as Insurance companies where she integrates the systems and processes of her back office to align with that of her partners making slick effecient processes for the benefit of all stakeholders. Karen is a top rate Administration Manager and a true standout across the many people I dealt with in similar roles during my time in Asia.
Kelso Beggs
I have known Karen for 14 years and we worked together for 7.5 years. Karen is one of the most talented Operations Professionals I have met. She is hard working, diligent, passionate about the end client and company she represents and a fantastic team player. She has worked in Insurance based Wealth Management and Financial Planning for over 20 years (the majority of this at the same firm) and what she doesn't know isn't worth knowing! Karen can make your business more streamlined, get more things right first time, successes can be repeated so that you have very happy advisory staff and clients.
Benn Gilmour
I have known Karen for 15 years and worked very closely with her for many of those years. She is an impeccable Administration/Client Services Manager who has the back office of companies working like clock work. She provides an excellent service to her advisers/sales team internally but also builds excellent relationships with 3rd party business partners such as Insurance companies where she integrates the systems and processes of her back office to align with that of her partners making slick effecient processes for the benefit of all stakeholders. Karen is a top rate Administration Manager and a true standout across the many people I dealt with in similar roles during my time in Asia.
Kelso Beggs
I have known Karen for 14 years and we worked together for 7.5 years. Karen is one of the most talented Operations Professionals I have met. She is hard working, diligent, passionate about the end client and company she represents and a fantastic team player. She has worked in Insurance based Wealth Management and Financial Planning for over 20 years (the majority of this at the same firm) and what she doesn't know isn't worth knowing! Karen can make your business more streamlined, get more things right first time, successes can be repeated so that you have very happy advisory staff and clients.
Benn Gilmour
I have known Karen for 15 years and worked very closely with her for many of those years. She is an impeccable Administration/Client Services Manager who has the back office of companies working like clock work. She provides an excellent service to her advisers/sales team internally but also builds excellent relationships with 3rd party business partners such as Insurance companies where she integrates the systems and processes of her back office to align with that of her partners making slick effecient processes for the benefit of all stakeholders. Karen is a top rate Administration Manager and a true standout across the many people I dealt with in similar roles during my time in Asia.
Kelso Beggs
I have known Karen for 14 years and we worked together for 7.5 years. Karen is one of the most talented Operations Professionals I have met. She is hard working, diligent, passionate about the end client and company she represents and a fantastic team player. She has worked in Insurance based Wealth Management and Financial Planning for over 20 years (the majority of this at the same firm) and what she doesn't know isn't worth knowing! Karen can make your business more streamlined, get more things right first time, successes can be repeated so that you have very happy advisory staff and clients.
Experience
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AAM Advisory Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Head of Client Servicing and Business Management
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Mar 2020 - Present
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Head of Business & Adviser Support
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Jul 2019 - Feb 2020
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Meyado Private Wealth Management Singapore
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Singapore
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Investment Management
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1 - 100 Employee
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Head Of Operations
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Oct 2018 - May 2019
• Responsible for Compliance, Operations, and Administration functions• Oversee client support processes and organize them to enhance client satisfaction• Review Operation and Administration process and CRM to ensure efficiency • Supporting Sales, Accounts and HRKey Results Area:• Successfully onboarding 1200 clients from iFS when companies merged• Development and implementation of Email security, Standardize both email and mobile signature • Development and implementation of One Drive and SharePoint to increased company’s efficiency, security and centralize data
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iFS - International Financial Services
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Singapore
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Financial Services
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1 - 100 Employee
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Assistant Director
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Aug 2015 - Oct 2018
• Support the Chief Executive Officer with the development of iFS Group (Singapore, Qatar and HK)• Ensure consistency of proposition and service across all iFS Group• To apply specific experience and knowledge to drive operational performance• Assessing and implement improved processes and new technologies and collaborating with management• Development and implementation of CRM system• Managing and provide training of CRM system• Ensure that business priorities and plans are communicated across all iFS Group• Anticipate potential future changes and liaise with relevant parties• Oversee the Marketing department and ensure marketing goals are met on time and within budget• Build and maintain relationships with internal and external stakeholders• Lead by example to create and maintain a culture that supports high performance, empowerment, accountability and professionalism at all levels• Contribute to a culture that empowers operations team members to make decisions within their clearly defined boundaries
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Head Of Admin
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Jan 2003 - Aug 2015
• Liaise with Managing Director and CEO to make decisions for operational activities and set strategic goals• Plan and monitor the day-to-day running of business to ensure smooth progress• Supervise staff from different departments and provide constructive feedback• Evaluate regularly the efficiency of business procedures according to organizational objectives and apply improvements• Manage procurement processes and coordinate material and resources allocation• Oversee customer support processes and organize them to enhance customer satisfaction• Review financial information and adjust operational budgets to promote profitability• Revise and/or formulate policies and promote their implementation• Manage relationships/agreements with external partners/vendors• Evaluate overall performance by gathering, analyzing and interpreting data and metrics• Ensure that the company runs with legality and conformity to established regulations• Supporting Finance on remuneration and payroll • Office management
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Administration
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Jan 1998 - Jan 2003
• Provide comprehensive administration support services to Wealth Managers (“WMs”) for iFS Group in executing a broad range of life policies transactions for all clients• Processing and follow up on new business submission.• Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis
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Community
