Phillip Hsu
About Phillip Hsu
Phillip Hsu serves as the Senior Vice President and Senior Private Banker at City National Bank, a position he has held since 2015. He has over 30 years of experience in private banking, having previously worked at UBS Financial Services and HSBC Private Bank.
Work at City National Bank
Phillip Hsu has been employed at City National Bank since 2015, holding the position of Senior Vice President and Senior Private Banker. In this role, he provides tailored banking and financial services to high-net-worth clients. His responsibilities include managing client relationships and developing customized financial strategies to meet their unique needs.
Previous Experience at UBS Financial Services
Before joining City National Bank, Phillip Hsu worked at UBS Financial Services, Inc. from 1988 to 2010. He served as Regional Director and Head of Business Development in Private Wealth Management for 22 years in New York, NY. His role involved overseeing business development initiatives and managing client portfolios, contributing to the firm’s growth in the private wealth sector.
Experience at HSBC Private Bank
Phillip Hsu was employed at HSBC Private Bank from 2010 to 2015 as Senior Vice President and Senior Private Banker. During his five years in this position in New York, NY, he focused on providing comprehensive financial solutions to affluent clients, enhancing their banking experience and investment strategies.
Education and Expertise
Phillip Hsu earned his Master of Business Administration (MBA) in Finance from NYU Stern School of Business, where he studied from 1992 to 1994. He also holds a Bachelor of Science (B.S.) in Industrial Engineering from Columbia University, which he completed from 1984 to 1988. His educational background supports his expertise in financial management and private banking.