個案編號 |登記時間
補習地址
九龍灣,九龍灣
上課時間
一三六日|15:00-19:00
備註
Urgently looking for a banking professional who has experience in writing strong Source of Wealth (SOW) corroboration reports for high net worth clients. Current/previous working experience in wealth management/ private banking is a must. The focus should include benchmarking techniques, introducing commonly used public sources for benchmarking, tracing complex long term “journeys to wealth,” and applying real world case studies. Tutor should show different ways in assessing whether a client’s net worth is logically consistent with their career background, education, investment history etc.
地圖
九龍灣,九龍灣
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