HSBC Private Bank has announced the appointment of a new Managing Director, Regional Head of Advisory and Sales Management, Asia-Pacific, who will be based in Hong Kong.
In this role, Roger Goetz (pictured below) will be responsible for driving the regional Sales Management process and the Investment Advisory Framework in collaboration with Market teams, Investment Counselling teams and Product teams the bank said on Friday.
Based in Hong Kong, Goetz brings 15 years of private banking experience to the role, including more than 10 years at multiple regional and global senior leadership roles at Credit Suisse Private Banking.
Joining Former Credit Suisse Colleague
«With a long history of designing world-class private banking experiences for clients, we are delighted to have Roger join the team to drive Sales Management and lead initiatives that will strengthen our advisory process for an enhanced client outcome and experience,» said Fan Cheuk Wan, Head of Investment Strategy, Asia, at HSBC Private Bank.
As finews.asia reported earlier this year Fan Cheuk Wan also joined HSBC Private Bank from Credit Suisse. Prior to that, she was Managing Director and Chief Investment Officer, Asia-Pacific at Credit Suisse Private Banking.
