Wealth Management - Client Digital Service Specialist
Hong Kong, Hong Kong SAROperations
About the role
FinEx AI summary
Lead end-to-end digitalization of client onboarding and service processes, redesigning workflows into user-centric digital solutions. Gather requirements, coordinate UAT, and deliver training while ensuring compliance with regulations and data privacy.
Core skills
Client OnboardingKYCDigital TransformationBusiness AnalysisClient Service OperationsUser Acceptance Testing
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