Senior Private Banking Investment Advisor for HNW Clients

UOB; Hong Kong; Vor Ort; HKD 1.000.000 - 1.800.000; Vollzeit

Zusammenfassung

UOB Hong Kong is seeking an experienced investment advisor to serve as the primary client contact, delivering tailored investment solutions and portfolio guidance to high-net-worth clients. The role focuses on regulatory-compliant advisory services, risk management, and collaboration with Client Advisors to provide exceptional service and value through private banking relationships in Hong Kong.

You will assess suitability, execute after-sales activities, and participate in client events to

Qualifikationen

• Bachelor's degree in Finance, Business, Economics or Banking.
• 5-6 years in investment advisory, incl. 2 years in Private Banking.
• In-depth knowledge of investment products, FX, risk management.
• CFA will be an advantage; PWMA accreditation preferred.

Aufgaben

• Serve as primary client contact and trusted investment advisor.
• Build and maintain relationships with high-net-worth clients.
• Oversee risk management within advisory services to ensure compliance.
• Participate in client events and collaborate with SCA to deliver product solutions.

Kenntnisse

Client relationship management

Investment advisory

Private Banking

Regulatory compliance

Ausbildung

Bachelor's degree in Finance/Business/Economics/Banking

Jobbeschreibung

UOB Hong Kong is seeking an experienced investment advisor to serve as the primary client contact, delivering tailored investment solutions and portfolio guidance to high-net-worth clients. The role focuses on regulatory-compliant advisory services, risk management, and collaboration with Client Advisors to provide exceptional service and value through private banking relationships in Hong Kong.

You will assess suitability, execute after-sales activities, and participate in client events to