Swiss private bank Julius Baer extends its reach to cater to Asian clientele from its Zurich headquarters. Bolstering its service capabilities, the institution has appointed a seasoned client advisor boasting over two decades of industry expertise. Notably, Julius Baer has undergone substantial workforce augmentation in this strategic business segment, signaling its commitment to meeting the evolving needs of its diverse clientele.
Swiss banking group Julius Baer has hired Serena Wong as Senior Relationship Manager, the company announced Monday in a memo. Wong is based in Zurich and reports to Christian Cappelli, Head Asia Switzerland.
With more than two decades of experience in the financial industry, Wong brings a wealth of knowledge to the global wealth management space. She has worked in New York, Paris and Singapore. Most recently, she was with Kamet Capital Partners in Singapore, having previously worked at J.P. Morgan Private Bank, Government of Singapore Investment Corporation (GIC) and Société General.
Several New Positions at Key Locations
«This appointment underlines our ambition to serve the Asia region from Zurich as well, said Cappelli, Switzerland's Head of Asia. Julius Baer is considered the largest «pure-play» private bank in Asia. Recently, the firm has made several new hires for the Asian market:
- The Swiss Asia team was recently joined by Fernando Kresna Baay as Team Head, Jacqlyn Mak and Christophe Amadieu as Senior Relationship Managers and Abraham Ara as Relationship Manager.
- In Hong Kong, Jack Wu came on board as Group Head Greater China Hong Kong and Josephine Wang was promoted to Group Head Greater China Hong Kong.
- In Singapore, Ben Sim has been promoted to Group Head Greater China Singapore. In addition, the bank hired Malcolm Tay as Group Head South East Asia and Jason Gan and Mun Joo Ng as Team Heads for Southeast Asia.
