People Moves

HSBC Private Bank Appoints Ex-Credit Suisse Senior Manager As Asia Regional Sales, Advisory Head

Tom Burroughes, Group Editor, 2 September 2016


This publication brings latest news of moves and hires in the Asia-Pacific market.

HSBC Private Bank has appointed Roger Goetz as regional head of advisory and sales management for the Asia-Pacific region, joining from Credit Suisse.

Goetz will drive regional sales management and the investment advisory framework along with marketing, investment counselling and product teams, HSBC said.

Goetz's role is an expanded role that encompasses responsibilities for sales management and advisory in Asia-Pacific. This includes embedding HSBC's investment advisory framework and developing associated advisory services. The appointment is not a direct replacement, this publication understands. Lionel Kwok, who previously held the role of head of sales management Asia, HSBC Private Bank, has left to pursue new opportunities.

Based in Hong Kong, Goetz has 15 years of private banking experience. His career includes more than 10 years in 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 and experience at Credit Suisse Private Banking. He earned an Executive MBA from the University of Chicago and a Master of Science from the University of Zurich.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes