Serene Tan BCom

Senior Manager - Business Development, Equiom Singapore

Serene Tan

Serene is responsible for executing business development initiatives and maintaining Equiom's relationships with clients and intermediaries.

Serene works with high net worth individuals, families and corporate clients who require cross-border structuring solutions, with particular emphasis on international and Asian families that prefer Singapore as their key jurisdiction for trust and estate planning services. She works closely with the client services team to develop and maintain relationships with existing clients and intermediaries within the private wealth industry.

She has more than eight years' experience in the financial services industry, having worked at global and regional banks in wealth management and business development.

Serene joined Equiom in 2016, following the acquisition of Heritage Trust Group.

She holds a Bachelor of Commerce degree in Investment and Corporate Finance from the University of Western Australia, and is fluent in English, Mandarin and Cantonese. She is also a member of the Society of Trust and Estate Practitioners (STEP).


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