Joel Tan
Chief Executive, WRISE Private Hong Kong
Joel has more than 16 years of experience in the wealth management industry in Singapore, Hong Kong and China with a proven track record of success in developing strategic initiatives, business development and managing risk control.
Prior to joining WRISE, he was the Head of Private Wealth at Safari Asia Limited, a Hong Kong-based external asset management (EAM) firm where he devised strategic plans for the firm and actively promoted the concept of EAM in Hong Kong. A strong believer in cultivating long-term relationships, he emphasises on having his team to follow the best practice and industry regulatory standards, ensuring that clients receive the highest level of service.
Before Safari Asia Limited, he held a number of senior positions at various firms such as China Zhong Heng Finance Group, Standard Chartered Bank (SCB), Hanvos Group, and HSBC where he obtained internal awards such as Top RM and Top Bancassurance at HSBC in 2008 and 2009, Hanvos Group Chairman Special Award in 2014, 2015 and 2017, and Top Revenue and Top Treasury Revenue at SCB in 2018 and 2019.