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 @
- 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 @
- 2019 -2019 AP Regional Manager of Client’s Change In Circumstances (CiC), FATCA and CRS Tax Reporting @
- 2015 -2019 Vice President and Head of Client Data Administration @
- 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
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
- Accounts Receivable
- Economics
- Treasury
- Retail Banking
- Commercial Banking
- Leadership
- Business Strategy
- Customer Service
- Strategy
- Sales
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.
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