Bernard (“Bernie”) Wai is Managing Director, APAC Head of Sales for Citi Cross Asset Solutions within the Markets and Securities Services business. In this role, he coordinates and drives Citi’s distribution strategy for all retail client segments — private banks, family offices and broad retail channels — across Greater China, ASEAN, Australia, South Korea and Japan. This includes ultra-high-net-worth, high-net-worth and broad retail, together with mega-wealth and family offices.
Managing a team responsible for delivering Citi's global capabilities into Asia-Pacific’s local markets, Bernie collaborates with peers in other markets across the globe, importing Citi's strategies, products and capabilities into regional domestic client channels. Those products include notes, deposits, OTC derivatives, funds, rules-based investment strategies, and hedging, monetization and risk-recycling solutions.
Bernie has over two decades’ experience in the financial services industry. Since he joined Citi in 2002, he has held roles in Hong Kong and Tokyo, including Head of Pan-Asian Equity Derivatives and Convertible Bond Sales. Prior to joining Citi, he began his career as an Equity Derivatives Salesperson covering U.S. hedge funds at Morgan Stanley in Hong Kong.
Bernie holds a BSc in Economics from The Wharton School of the University of Pennsylvania. He is also a CFA charter holder, and speaks Cantonese, Putonghua and English. He is a regular speaker at regional wealth industry conferences and seminars.
Bernie is married with two daughters and lives in Hong Kong.