Zurich-based Julius Baer has announced the appointment of several private bankers in its Greater China business, including promotions and new hires.
Julius Baer promoted Josephine Wang to group head Greater China, according to a statement, effective 1 January 2024. In the role, she will report to David Shick, head Greater China and branch manager Hong Kong. Wang has over 25 years of experience, primarily serving Greater China clients.
Also effective January 1, Rocky Mak takes on a new role as team head Greater China while reporting to Edward Chow, group head Greater China. Mak has over 10 years of relationship management as well as investment advisory experience and first joined Julius Baer in 2016.
New Hire
In addition to internal moves, the Swiss bank also hired Andrew Lam as team head Greater China, reporting to Salina Cheung, group head Greater China. Lam has over two decades of experience in the Greater China market. Previously, he worked at Deutsche Bank and China Construction Bank Asia.
«With their wealth management expertise and impressive track record, these leaders will contribute to strengthening our presence in this crucial market,» commented Shick. «Furthermore, these appointments underscore our dedication to both talent acquisition and in-house people development and to provide best-in-class services to our clients throughout Greater China.»
Asia is Julius Baer’s so-called «second home market» and it accounts for around a quarter of its total assets under management and global workforce. By employees, Singapore and Hong Kong are the bank's second and third largest locations, respectively.
