Jackson Kwan Email

Director - Head of Client Documentation Hong Kong @ UBP

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Jackson Kwan Location

Hong Kong

Jackson Kwan Work

2023 - now Director - Head of Client Documentation Hong Kong @ UBP
2023 - 2023 Senior Associate Client Acceptance and Annual Review Compliance @ Vistra Hong Kong
2022 - 2023 Senior Associate Client Acceptance and On boarding Compliance @ Vistra Hong Kong

2020 - 2020 Director - Head of Client Data Management @ LGT Private Banking
2019 - 2019 AP Regional Manager of Client’s Change In Circumstances (CiC), FATCA and CRS Tax Reporting @ Banque Pictet & Cie SA
2015 - 2019 Vice President and Head of Client Data Administration @ Pictet Group
2014 - 2014 Head of Client and Credit Administration (Vice President) @ Bank of Switzerland and italy
2003 - 2014 Deputy Head of Client Documentation Unit - Hong Kong @ Citi Private Bank

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Jackson Kwan Education

Hong Kong Polytechnic
Higher Certificate (Banking)
1983 - 1985
The chartered Institute of Bankers
Stage 2 (Banking)
1983 - 1985
The London Chamber of Commerce
Higher Stage Certificate (Banking)
1982 - 1983

Jackson Kwan Skills

Banking
Finance
Credit

Management
Team Management
Private Banking
Accounting
Credit Cards
MIS
Quality Assurance

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Jackson Kwan Summary

Jackson Kwan, based in Hong Kong, is currently a Director - Head of Client Documentation Hong Kong at UBP - Union Bancaire Privée. Jackson Kwan brings experience from previous roles at Vistra Hong Kong, LGT – Private Banking und Asset Management and Pictet Wealth Management. Jackson Kwan holds a 1983 - 1985 Higher Certificate in Banking @ Hong Kong Polytechnic. With a robust skill set that includes Banking, Finance, Credit, Management, Team Management and more. Jackson Kwan has 3 emails on RocketReach.

Jackson Kwan Emails

Found 3 emails

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Zürich, ZH, CH
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