Julius Baer Group has appointed Phoenix Ma to head its Asia Intermediary Channel Services and Solutions business.
She will be based in Hong Kong, China, and will join the Asia Intermediary Channel management team, overseeing client service operations across the entire region.
Phoenix Ma's responsibilities will include leading various operational optimization projects and coordinating the bank's support service system to align with the business needs of its financial intermediary partners.
Markus Haeny, Head of Asia Intermediary Channels at the bank, stated that this appointment is a key initiative for Julius Baer Group to strengthen the operational support capabilities of its Asia intermediary channel business.
It is understood that Julius Baer Group is a Swiss private banking group founded in 1890, headquartered in Zurich, with its main operating entity being Bank Julius Baer & Co. Ltd.
The group has branches in over 60 locations worldwide, covering major financial centers in Asia, Europe, and the Americas.