EFG Bank AG has announced today the appointment of a number of experienced Client Relationship Officers (CROs) for its team in Hong Kong as it continues to expand its capabilities in Asia Pacific.
Steven Li has almost 15 years of industry experience with a focus on Greater China and specialises in delivering the full spectrum of wealth management services to entrepreneurs and ultra high net-worth clients. He has joined EFG from CICC, where he spent more than 10 years, most recently serving as an executive director.
Melissa Lau brings with her over 20 years of wealth management experience. She has joined EFG from Credit Suisse, where she was a director. She spent almost a decade at the bank, focusing on wealth preservation and succession planning for UHNWs.
Sarah Tan has close to 25 years of private banking experience and a successful track record in serving high net-worth clients in Greater China. She has joined EFG from Credit Suisse, where she was most recently a director.
Karson Chu has over 15 years of wealth management experience and specialises in financial solutions, financial planning and client portfolio management. He most recently worked for Credit Suisse, where he was a director and focused on the Greater China market.
Elsie Wang has extensive experience in serving ultra high-net-worth clients in the Greater China market. She previously worked for financial institutions in Asia including Credit Suisse, Bank of Singapore and Julius Baer.
Based in Hong Kong, these CROs are the latest additions to the Greater China Market team led by Philip Cheung, Greater China Market Group head.
“The strategic expansion of our Hong Kong team with the hiring of seasoned specialists focused on the Greater China market demonstrates our commitment to further enhancing our offering in order to meet the evolving needs of existing and prospective clients,” said Albert Chiu, executive chairman, Asia Pacific, EFG Bank, in a statement.
In addition, EFG has announced the following new hires for its team in Hong Kong to further strengthen its Greater China capabilities:
Loretta Chim has 17 years of private banking experience. She has joined EFG from Credit Suisse, where she most recently held the role of executive director and focused on managing onshore and offshore international ultra-high-net-worth client portfolios. She will report to Christina Wong, senior client partner.
Flora So has almost 30 years of private banking experience and a successful track record in serving ultra-high net worth individuals. She has joined EFG from BNP Paribas, where she was most recently an executive director of wealth management. She will report to Ky Ho, Hong Kong Market Group head.
Daphne Chen has over 15 years of experience in private banking and focuses on delivering wealth management solutions to entrepreneurs and ultra-high net-worth clients in the Hong Kong market. She joined EFG from Bank of Singapore, where she was a director. She will report to David Louie, CEO, Hong Kong branch and interim market group head for Greater China (ultra clients).
