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Khushboo Jain

Investment Counselor

743 followers

Hong Kong, Hong Kong SAR

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Timeline
Skills
Voiceover artist
Professional compere
Choreographer
Business planning
Wealth management
Investments
Private banking
Investment banking
Family office
Financial advisory
Alternative investments
Wealth
Structured products
About me
Private Banking Relationship Manager at Credit Suisse
Education
- University of Mumbai
  -
  Masters of Commerce
- Tolani College
  -
  Bachelor in Management Studies Finance
- HKU school of Professional and Continuing Education
  2015 - 2015
  Diploma in Executive Coaching coaching
- Mumbai Education Trust-Institute Of Management
  2004 - 2006
  PG eMBA Finance, General
Experience
- Unitis Tower Wealth Advisors
  Feb 2006 - Mar 2007
  Investment Counselor
  Investment Counselor
- ASK Wealth Advisors
  Apr 2007 - Oct 2010
  Associate Vice President - Products
  Associate Vice President - Alternate Investments and Wealth Services
- Kotak Mahindra Bank
  Oct 2010 - Sept 2013
  Associate Vice President - Kotak Family Office
- UBS
  May 2014 - Jan 2015
  Relationship Manager - Client Advisor
  Client Advisor, UBS Wealth Management, UBS AG, Hong Kong
- BOCI
  May 2015 - Mar 2016
  Relationship Manager - Associate Director
  Private Banking
- Credit Suisse
  Apr 2016 - Jan 2020
  Private Banking Relationship Manager
  Private Banking
- LGT Private Banking
  Mar 2023 - now
  Senior Account Manager
Licenses & Certifications
- Cleared CFA Level 1 Dec 2015

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