Career Fair Series: Venturing into Private Banking
(CODE: 261029-CAX)
Date: 29 October 2026 (Thursday)
Time: 6:30 PM - 8:00 PM (reception starts at 6:00 PM)
Venue: CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Enrollment Fee: HK$50 (CFA Society Hong Kong Members) / HK$100 (Non-members)
Target Audience: Early to middle-level members and finance professionals
With a dynamic financial market, the job market has been as competitive as ever, especially for aspiring talents who are eager to enter the private banking or investment banking fields. Successfully landing a desired role requires not only deep professional knowledge but also strategic and advance planning at the earliest stages of a career path.
Our next Career Fair Series “Venturing into Private Banking” in collaboration with Bank of Singapore is designed for finance professionals, aspiring private bankers, wealth managers, and candidates looking to navigate the evolving private banking landscape.
Event Highlights
- Job Market Dynamics: Insightful analysis of current hiring trends, demand drivers across tier-one private banks and boutique wealth management firms, and the shifting regional landscape for private wealth.
- Core Competency Mapping: Examination of essential skill sets—ranging from technical investment advisory, portfolio structuring, and estate planning to non-technical attributes like relationship building, client acquisition, and cross-border networking.
- Career Transition Strategies: Practical roadmaps for professionals transitioning laterally from investment banking, asset management, retail wealth, or corporate banking into private wealth management.
- Professional Standards & Charter Value: The role of industry certifications, such as the CFA designation, in establishing client trust, building credibility, and accelerating career trajectory in private banking.
The event will be followed by an informative session led by a Bank of Singapore (BOS) HR representative. As the second-largest financial services group by assets in Southeast Asia and one of Asia’s fastest-growing private banks, BOS will offer participants a glimpse into its various divisions and highlight career options available to aspiring finance professionals from all backgrounds.
Target Audience:
- Early-to-mid-career finance professionals seeking lateral entry into private wealth management.
- CFA charterholders looking to elevate their investment foundation within client-facing private banking environments.
- University graduates preparing for private banking analyst and associate tracks.
About the Speaker
Joey Tang, CFA
Vice-Chair, Career Development Committee
CFA Society Hong Kong
(and Head of Investment Solutions Group Hong Kong at Bank of Singapore)
Joey Tang is the Head of Investment Solutions Group Hong Kong at Bank of Singapore, spearheading the bank’s product and solutions strategy for the Hong Kong branch across key areas such as capital markets, alternative investments and managed solutions, as well as lending advisory. He is also responsible for driving the bank’s innovation of product capabilities in support of the clients in the Greater China region.
Joey is an industry veteran with 30 years of experience in investment banking and private banking. Before joining Bank of Singapore, he served as the Head of Funds, Alternatives, and Solutions at Bank of China (Hong Kong) Private Banking. In this role, he led a team focused on improving the private bank's investment platform capabilities and enhancing the professionalism of client service.
Prior to this, Joey served as the Head of the Greater China region and the Head of Fixed Income, Commodities and Currencies for Citigroup Global Markets where he took the lead in driving tailor-made solutions in the Asia Pacific region, leading a multi-asset structured investment solutions team.
Connect with Joey Tang on LinkedIn
CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this event. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfasocietyhongkong.org to register.
Remarks - Click to Expand
- Advance registration is mandatory; walk-in participants will not be accommodated.
- Only registered participants will be admitted to and allowed to remain at the venue.
- Registration is confirmed only upon successful payment and receipt of a confirmation email. Registrations with incomplete payments or unsuccessful transactions will not be processed.
- To cope with the growing trend of going cashless, cash and cheque payment will not be accepted.
- The event fee must be paid in full before the commencement of the event. If any registration fee remains outstanding, CFA Society Hong Kong (the “Society”) reserves the right to deny entry to the event.
- If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another member. Failure to attend without providing prior notice to the Society may impact your eligibility to register for or participate in future Society events.
- An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 23 October 2026 (Friday). All cancellation requests must be made in writing and be confirmed by email from the Society. For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account.
- No refund will be given for cancellation received after 23 October 2026 (Friday).
- Substitutions are allowed; however, non-member rate will apply if the substitute is not a CFA Society Hong Kong member. Any fee difference arising from the ticket type or early bird period must be settled in full to confirm the substitute's registration and seat. Please notify us on or before 23 October 2026 (Friday) if you would like to arrange a substitution.
- Attendees experiencing any discomfort or flu-like symptoms are requested to refrain from attending this event.
- Attendees must comply with all venue policies, including but not limited to health and safety protocols.
- Attendees are solely responsible for their personal belongings. The Society accepts no liability for any loss or damage.
- To ensure a safe and enjoyable environment for everyone, participants are expected to treat fellow attendees with respect. Abusive or threatening behavior will not be tolerated, and individuals who behave inappropriately may be asked to leave the event.
- The Society reserves the right to refuse admission or cancel the event at any time without prior notice and shall not be held liable for any loss or compensation.
- Should there be any changes to the event date or other arrangements, participants will be notified via SMS and/or email. Notices will also be posted on the Society’s website. Please stay alert for updates.
- These Terms and Conditions are subject to change at any time without prior notice.
- In the event of any dispute, the Society reserves the right of final decision.
Personal Information Collection Statement - Click to Expand
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- • CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
Event Photographs and Video Recordings - Click to Expand
- By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
