Senior Private Banking Advisor: Wealth Strategy

Leadingnation

Hong Kong

On-site

HKD 1,200,000 - 1,800,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

United Overseas Bank Limited (UOB) Hong Kong seeks a Senior Client Advisor in Private Banking to manage and grow a portfolio of high-net-worth individuals, delivering holistic financial advice and exceptional service.

You will provide investment, estate planning and wealth-management solutions, engage clients on goals and risk appetite, and work with product specialists to offer integrated offerings. Strong compliance and market awareness are essential.

Qualifications

: Bachelor’s degree in Finance, Business, Economics or related discipline.
: 8-10 years of experience in private banking/wealth management with high-net-worth clients.
: Proven track record of acquiring and managing a significant client portfolio.
: Knowledge of investment products, markets and wealth management strategies.
: Excellent communication, interpersonal and presentation skills.
: Cantonese, English fluency; Mandarin a plus.

Responsibilities

Develop and manage a portfolio of high-net-worth clients.
Provide holistic financial solutions including investments, wealth management and estate planning.
Engage with clients to understand goals and risk appetite, offering tailored advice.
Monitor portfolios with regular performance reviews and adjustments.
Identify new business through referrals, networking and market intel.
Collaborate with product specialists and internal stakeholders to deliver integrated solutions.
Ensure compliance with internal policies and regulatory requirements.
Stay updated on market trends and product innovations.
Prepare and present financial proposals to clients.
Cultivate long-term client relationships based on trust.