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. Partner with back-office and IT teams on requirements, UAT, training, and post-launch monitoring. Ensure compliance with policies, regulatory requirements, and data privacy standards.
Core skills
Client OnboardingKYCClient Service OperationsDigital TransformationBusiness AnalysisRequirement Documentation
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