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Jolene Tan

Executive Director
Managing Partner

Jolene Tan is a Singaporean with more than 17 years of experience in the banking and finance industry.

 

She started her banking career as a relationship manager with OCBC Bank, before moving on to a similar wealth management role, servicing HNW Asian clients at ABN AMRO bank. In 2007, she joined Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the EAM business as part of the PB International desk.


Leveraging both Asian and European wealth management capabilities and rich relationship management skills, she co-founded SingAlliance Pte Ltd in 2011.

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 member of the Institute of Banking & Finance (IBF) Private Banking & Family Office industry workgroup. She is also a senior member of the WMI Global-Asia Family Office Circle and serves as President of the Association of Independent Wealth Managers (AIWM) Singapore.