Khushboo Jain

Khushboo Jain

Investment Counselor

Followers of Khushboo Jain743 followers
location of Khushboo JainHong 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