Vice President, Financial Institutions Group

uobgroup; Hong Kong; On-site; HKD 800,000 - 1,500,000; Full time

Job summary

1201 UOB Hong Kong is seeking a seasoned professional to develop new client relationships in the PE/VC and financial institutions sector. You will handle account set up, KYC/AML monitoring, and daily client liaison, delivering diversified financial solutions with product partners across deposits, cash management, DCM, FXD, and global markets.

The role requires strong English and Putonghua skills. Experience in PE/VC coverage and a background in banking is essential; travel may be required.

Qualifications

• University graduate with major in Accounting, Finance, Business Administration or relevant disciplines.
• Minimum 5 years of client coverage experience in Financial Institutions Sector, preferably with minimum 2 years of PE/VC coverage.
• Strong at analytical / logical presentations.
• Independent, self-motivated, detail minded, customer oriented and able to work under pressure.
• Good command of both written and spoken English and Chinese including Putonghua.

Responsibilities

• To explore new client relationships from PE/VC fund and asset management sector
• Responsible for account set up, KYC/AML monitoring and day to day client liaisons
• To understand client needs and provide diversified financial solutions together with product partners- including deposits, cash management, DCM, FXD, other global Markets product and to promote business opportunities of UOB worldwide networks
• Assist business unit head to develop strategy for PE/VC industry and liaise with relevant department in UOBHK branch as well as group Financial Institutions group
• Occasion travel will be necessary

Skills

Client relationship management

KYC/AML monitoring

Financial analysis

Bilingual English/Putonghua

Independent/initiative

Education

Bachelor's degree in Accounting/Finance/Business Administration

Job description

Company: 1201 UOB Hong Kong

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• To explore new client relationships from PE/VC fund and asset management sector
• Responsible for account set up, KYC/AML monitoring and day to day client liaisons
• To understand client needs and provide diversified financial solutions together with product partners- including deposits, cash management, DCM, FXD, other global Markets product and to promote business opportunities of UOB worldwide networks
• Assist business unit head to develop strategy for PE/VC industry and liaise with relevant department in UOBHK branch as well as group Financial Institutions group
• Occasion travel will be necessary

Job Requirements

• University graduate with major in Accounting, Finance, Business Administration or relevant disciplines
• Minimum 5 years of client coverage experience in Financial Institutions Sector, preferably with minimum 2 years of PE/VC coverage
• Strong at analytical / logical presentations
• Independent, self-motivated, detail minded, customer oriented and able to work under pressure
• Good command of both written and spoken English and Chinese including Putonghua

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, Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)

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.