Jolene Tan​

AIWM Vice-President


Jolene is a Singaporean with more than 15 years of experience in the banking, finance and asset management industry. She first started her banking career as a relationship manager with OCBC Bank. Subsequently, she moved on to similar wealth management advisory role, servicing HNW Asian clients at ABN AMRO Bank. In 2007, she joined Bank Julius Baer (Private Banking International – Francophone desk), managing portfolios of HNW European clients and developing the IAM business, while building a strong network in Switzerland.

With both Asian & European wealth management capabilities and strong relationship management & communication skills, she co-founded SingAlliance Pte Ltd in Singapore in early 2011. As one of the few early adopters of IAM concept in Singapore which was quite nascent in Asia then, she was involved in all aspects of the business despite many challenges; from setting up and managing to enhancing the Company’s global footprint. SingAlliance has since expanded its business presence with offices in Geneva and Hong Kong to date.

Jolene graduated with an honors degree in Banking, Finance & Management from Loughborough University, UK. In 2009, she was awarded the WMI Certificate in Private Banking by Wealth Management Institute and Statement of Attainment (SOAs) by Institute of Banking and Finance. She has also obtained the STEP certificate for Financial Services – Singapore (Trusts and Estate Planning) in 2013.