Following the “Prospecting Journey” event successfully held in November last year, the PWMA’s Next Generation Committee presented Part II of the series on 6 June at UBS’s office in Two IFC.
Conducted in Chinese, the event offered an opportunity to next generation bankers to witness and take notice of how experienced private bankers achieved their success in prospecting while tackling some of their biggest challenges.
We wish to express our sincere gratitude to the panelists, Damien Hsiao, Managing Director, Desk Head of Wealth Management, Hong Kong from UBS; David Ho, Executive Director, Private Banking from Credit Suisse; Teresa Lee, Managing Director, Market Head, Greater China & North Asia from Bank of Singapore; and Tina Cheng, Director, Senior Private Banker from Citibank, along with the moderator, Liana Yung,Managing Director, Relationship Manager from HSBC Private Bank, Hong Kong for sharing their experience, professional insights and practical advice with about 80 young bankers from PWMA member institutions. Our thanks also go to UBS for providing their auditorium and catering the event.
The discussions among the speakers and attendees were engaging and interactive. Following the event, attendees stayed for networking to get acquainted with their peers and strengthen their soft skills.