John Cheng

Extensive experience serving High-Net-Worth (HNW) clients and multi-generational families

Senior Vice President, Private Wealth & Trust at PAMG Family Office & Asset Management Group (2025-01 – Present)

Extensive experience serving High-Net-Worth (HNW) clients and multi-generational families

• Developed bespoke, multi-generational estate plans for HNW individuals.
• Conduct personal financial analysis to uncover clients' financial expectation & risk appetite
• Partnered with Trust, Legal and Tax experts to execute estate blueprints

Vice President, Relationship Management, Private Banking at China CITIC Bank International (2015-08 – 2025-01)

• Acquire and grow both locals & Mainland Chinese high net worth individual clients by building trust through networking activities with CITIC Group and other business partners
• Understand the level of risk associated with all products and ensure the information is appropriately disclosed to clients
• Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives
• Mange and monitor client accounts on an ongoing basis in order to understand their changing needs and objectives followed by coordinating portfolio solutions
• Organise marketing event including client seminars, VIP shopping events and greet visitors and interns from CITIC Bank, China
• Report timely any unusual transaction / activity suspicious of money laundering to Compliance Department

International Priority Banking Relationship Manager at Standard Chartered Bank (H.K.) (2011-03 – 2015-08)

• Providing prompt and intimate banking service in branches and onsite activities
• Acquire referrals by building trust & strong relationship with agents and clients
• Explore new business opportunities especially with Great China and foreign clients focused
• Understand client' needs and provide quality solution to meet client's financial expectation & risk appetite
• Make appointment with customer with potential financial needs
• Meet sales target, prepare forecast report and action plan
• Providing one-stop mortgage solution to ensure the right mortgage, protection and insurance for each individual situation
• Cooperate with Insurance specialists to understand customers' insurance needs and recommend solutions which best suit their needs

Bachelor of Science (Honours) in Investment Science – The Hong Kong Polytechnic University (2008-09 – 2010-06)

Higher Diploma in Industrial and Systems Engineering – The Hong Kong Polytechnic University (2006-09 – 2008-06)

Hong Kong Advanced Level Examination – St.

Francis

Xavier's College (2004–2006)

Hong Kong Certificate of Education Examination – St.

Francis

Xavier's College (1999-2004)