Senior Client Advisor, Private Banking

United Overseas Bank Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

United Overseas Bank Limited (UOB) Hong Kong is seeking a Senior Client Advisor in Private Banking to manage and grow a portfolio of high-net-worth individuals, delivering comprehensive financial advice and exceptional service. You will provide holistic wealth solutions, including investments and estate planning, while maintaining regulatory compliance.

The role requires 8–10 years in private banking, SFC licenses, and strong client-management skills.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
• 8–10 years of experience in private banking, wealth management, or a similar client-facing role with high-net-worth individuals.
• Proven track record of success in acquiring and managing a significant client portfolio.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Relevant professional qualifications (e.g., SFC Type 1, 4, 9 licenses) are mandatory.
• Fluency in English and Cantonese is essential; Mandarin is a significant advantage.
• A client-centric mindset with a strong commitment to delivering exceptional service.
• Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients, identifying their financial needs and objectives.
• Provide holistic financial solutions encompassing investment products, wealth management, estate planning, and other private banking services.
• Proactively engage with clients to understand their financial goals and risk appetite, offering tailored advice and solutions.
• Monitor client portfolios, providing regular performance reviews and recommending adjustments as needed.
• Identify new business opportunities through client referrals, networking, and market intelligence.
• Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver integrated solutions to clients.
• Ensure full compliance with all internal policies, regulatory requirements, and ethical standards.
• Stay abreast of market trends, economic developments, and product innovations to provide informed advice.
• Prepare and present financial proposals and recommendations to clients.
• Cultivate strong, long-term relationships with clients based on trust and mutual understanding.

Skills

Private banking

Wealth management

Client relationships

Investment knowledge

Regulatory compliance

Communication

Analytical thinking

Education

Bachelor’s degree in Finance/Business/Economics

8–10 years private banking/wealth mgmt experience

Proven high-net-worth client track record

Strong investment product knowledge

Excellent communication and presentation

Analytical/problem-solving abilities

Independent and team work

SFC Type 1/4/9 licenses (mandatory)

English and Cantonese fluency; Mandarin a plus

ECF on PWM accreditation

Job description

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

The Senior Client Advisor, Private Banking at UOB Hong Kong is responsible for managing and growing a portfolio of high-net-worth individuals, providing comprehensive financial advice, and delivering exceptional client service to achieve business targets and deepen client relationships.

Job Responsibilities

• Develop and manage a portfolio of high-net-worth clients, identifying their financial needs and objectives.
• Provide holistic financial solutions encompassing investment products, wealth management, estate planning, and other private banking services.
• Proactively engage with clients to understand their financial goals and risk appetite, offering tailored advice and solutions.
• Monitor client portfolios, providing regular performance reviews and recommending adjustments as needed.
• Identify new business opportunities through client referrals, networking, and market intelligence.
• Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver integrated solutions to clients.
• Ensure full compliance with all internal policies, regulatory requirements, and ethical standards.
• Stay abreast of market trends, economic developments, and product innovations to provide informed advice.
• Prepare and present financial proposals and recommendations to clients.
• Cultivate strong, long-term relationships with clients based on trust and mutual understanding.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.
• Minimum of 8-10 years of experience in private banking, wealth management, or a similar client-facing role with high-net-worth individuals.
• Proven track record of success in acquiring and managing a significant client portfolio.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Relevant professional qualifications (e.g., SFC Type 1, 4, 9 licenses) are mandatory.
• Fluency in English and Cantonese is essential; proficiency in Mandarin is a significant advantage.
• A client-centric mindset with a strong commitment to delivering exceptional service.
• Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth.

Important Notice – HKMA Mandatory Reference Checking Scheme

This role falls under the Mandatory Reference Checking (MRC) Scheme introduced by the Hong Kong Monetary Authority (HKMA), effective from 30 September 2025. As part of the hiring process, we are required to request conduct-related reference information from your current and previous employers (authorized institutions) covering the past seven years.

The MRC Scheme aims to strengthen integrity and transparency in the banking industry and prevent the recurrence of misconduct across institutions. All reference checks will be carried out in accordance with the Personal Data (Privacy) Ordinance (PDPO) and relevant regulatory guidelines.

For more information, please refer to the HKAB’s MRC Scheme FAQ for In-Scope Individuals.

Additional Requirements

Develop, Engage, Execute, Strategise

Company: 1201 UOB Hong Kong

Be a Part Of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.