Published by Huddleston Jones – Friday 2nd September 2016
HSBC Private Bank today announced the appointment of Roger Goetz as Managing Director, Regional Head of Advisory and Sales Management, Asia-Pacific. In this role, he 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 to enhance our integrated investment proposition and client experience.
“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.
Based in Hong Kong, Roger 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. Prior to joining HSBC, he was Global Head of Digital Relationship Management Strategy & Experience at Credit Suisse Private Banking. Roger earned an Executive MBA from the University of Chicago and a Master of Science from the University of Zurich.
