Jason Liu Email & Phone Number

ASB Private Banking is for those who require a higher level of service, the Private Banking Manager can ensure your financial needs are taken care of and that you gain access to the right specialists. Private Banking Manager will cover a range of services including managing your wealth, protecting your lifestyle and assets, and managing your daily banking requirements.Wealth Management:We connect you with an authorised financial adviser who will develop an investment solution based on your own unique financial situation and goals and will have a disclosure statement for you if you request.- Investment planning services- Share investing- Portfolio administration and managementRisk management: We work alongside a team of specialists who provide tailored advice on the following solutions:- Life insurance- Health insurance- Income protection- Business insurance Daily Banking Requirements:We understand what a difference a little additional personal attention makes by discreetly organising all your banking needs:- Transactional accounts- Saving accounts- Business banking- Loan facilities- Foreign exchange facilities

Listed skills include Retail Banking, Banking, Commercial Banking, Mortgage Lending, and 9 others.

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  Auckland University Of Technology

  Information Technology