Description:
The Private Wealth Management Asia Australia team delivers products for internal clients (e.g., client relationship managers, investment management team, investment financial group, etc.) so they can provide the best services and products for ultra-high net worth clients across Asia and Australia. The PWM tools and applications cover end-to-end client experiences; from onboarding/off-boarding clients, account management and mapping, browsing products, getting insights, portfolio management, order placement, tracking, and approvals, among other …