CICC

Wealth Management - Client Digital Service Specialist

Hong Kong, Hong Kong SAROperations

About the role

FinEx AI summary

Lead digitalization of client onboarding and service processes, redesign workflows, collaborate with IT to implement solutions, coordinate UAT, and train staff. Monitor system performance and drive enhancements to ensure compliance and efficiency.

Core skills

Digital TransformationClient OnboardingBusiness AnalysisUATProcess MappingRequirements Gathering

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