John Cheng

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

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