Jenny Tan
Makati City, Metro Manila
Summary
Experienced leader with strong background in investment management and operational excellence. Proven track record in driving team collaboration and achieving high-impact results. Known for fostering dependable and flexible work environment, aligning teams with evolving business needs.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Division Head, Institutional Portfolio Management
RCBC Trust Corporation
01.2024 - Current
Leads a team of portfolio managers responsible for managing, investing and administering trust, fiduciary and investment management accounts in accordance with the guidelines set by the client, internal policies and regulatory restrictions
Division Head, Institutional Portfolio Management
Rizal Commercial Banking Corporation
12.2023 - 01.2024
Department Head,Institutional Portfolio Management
Rizal Commercial Banking Corporation
01.2020 - 12.2023
Portfolio Manager
Rizal Commercial Banking Corporation
03.2009 - 01.2020
Portfolio Manager
Philippine Bank of Communications
04.2006 - 02.2009
Marketing Officer
Philippine Bank of Communications
02.2006 - 04.2006
Marketing Assistant
Philippine Bank of Communications
08.2002 - 02.2006
Accounts Assistant
United Coconut Planters Bank
01.1998 - 03.2002
Education
Candidate - Master of Business Administration
De La Salle University Graduate School of Business
01-2003
Bachelor of Science - Management of Financial Institutions
De La Salle University
01.1997
High School Diploma -
St. Jude Catholic School
01.1994
Skills
- Investment management
- Customer relationship development
- Team management
Certification
- 01/08, Chartered Financial Analyst Level 1, CFA Institute
- 01/11, Treasury Certification Program – Money Market Module (Certified Money Market Dealer), Ateneo – BSP Institute of Banking
- 01/22, Certificate in ESG Investing, CFA Institute
Languages
English
Filipino
Mandarin
Fookien
Training
- 01/23, AI for Everyone, Coursera
- 01/22, Fintech Foundation Program Flex, 10x1000 Tech for Inclusion
- 01/23, Design Thinking, Hungry Workhorse
- 01/21, Digital and Customer-Centric Culture Transformation, Hungry Workhorse
- 01/07, Trust Operations and Investment Management, Trust Institute of the Philippines
- 01/04, Core Credit Training Program, Philippine Bank of Communications
Timeline
Division Head, Institutional Portfolio Management
RCBC Trust Corporation
01.2024 - Current
Division Head, Institutional Portfolio Management
Rizal Commercial Banking Corporation
12.2023 - 01.2024
Department Head,Institutional Portfolio Management
Rizal Commercial Banking Corporation
01.2020 - 12.2023
Portfolio Manager
Rizal Commercial Banking Corporation
03.2009 - 01.2020
Portfolio Manager
Philippine Bank of Communications
04.2006 - 02.2009
Marketing Officer
Philippine Bank of Communications
02.2006 - 04.2006
Marketing Assistant
Philippine Bank of Communications
08.2002 - 02.2006
Accounts Assistant
United Coconut Planters Bank
01.1998 - 03.2002
High School Diploma -
St. Jude Catholic School
Candidate - Master of Business Administration
De La Salle University Graduate School of Business
Bachelor of Science - Management of Financial Institutions
De La Salle University
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