Senior Private Banking Investment Advisor

United Overseas Bank Limited; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

United Overseas Bank Limited (UOB) Hong Kong is actively seeking a Manager, Private Banking - Investment Advisory to lead high-net-worth client engagements, deliver tailored investment strategies and oversee advisory activities. The role emphasizes relationship management, deep product knowledge, FX, risk controls, and strict regulatory adherence.

The ideal candidate will have a strong private banking track record, collaborative leadership abilities, and a commitment to delivering superior

Qualifications

• Bachelor’s degree in finance, business, economics or banking.
• 5–6 years’ experience in investment advisory, including 2+ years in Private Banking.
• Deep knowledge of investment products, FX, risk management and advisory.
• Exceptional client relationship skills with high-net-worth clients.
• HKMA/SFC guideline awareness; Relevant Individual registration preferred.
• CFAs or PWM PWMA accreditation is advantageous.

Responsibilities

• Serve as the primary client contact and trusted investment advisor, assessing suitability, identifying opportunities, providing portfolio advice, and executing after-sales activities.
• Build and maintain strong relationships with high-net-worth clients by delivering tailored investment solutions and an exceptional client experience.
• Oversee risk management practices within advisory services to ensure regulatory compliance and internal policies.
• Participate in client events, collaborating with SCA to deliver effective product and investment solutions.

Skills

Client relationship management

Financial market knowledge

Team collaboration

Regulatory awareness

Education

Bachelor’s Degree in Finance/Business/Economics/Banking

Job description

United Overseas Bank Limited (UOB) Hong Kong is actively seeking a Manager, Private Banking - Investment Advisory to lead high-net-worth client engagements, deliver tailored investment strategies and oversee advisory activities. The role emphasizes relationship management, deep product knowledge, FX, risk controls, and strict regulatory adherence.

The ideal candidate will have a strong private banking track record, collaborative leadership abilities, and a commitment to delivering superior