Jolene Tan​

AIWM President


Jolene, a Singaporean with more than 16 years of experience in the banking and asset management industry, is one of the Co-Founders of SingAlliance Pte Ltd. As one of the pioneer adopters of the IAM/MFO concept in Singapore, she was directly involved in every aspect of the business, from laying the groundwork to extending the company’s global footprints. Since 2011, SingAlliance has expanded its business presence to Geneva, Hong Kong, and Dubai.

Prior to SingAlliance, she was a relationship manager at Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the IAM business. She has also held similar client advisory & wealth management roles, servicing HNW Asian clients at ABN Amro Bank and OCBC Bank.

Jolene graduated with an honours degree in Banking, Finance & Management from Loughborough University, UK. She was awarded the WMI Certificate in Private Banking by Wealth Management Institute and has obtained the STEP Professional Postgraduate Diploma in Private Wealth Advice. Jolene is a Certified Trust & Estate Practitioner (TEP) and a senior member of WMI Global-Asia Family Office Circle.