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Senior Client Advisor, Private Banking at UOB - ApplyBlast

Senior Client Advisor, Private Banking

UOB

4 months ago

2.6 on Glassdoor

Hong Kong

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Client Advisor at UOB Hong Kong manages relationships with high-net-worth individuals, providing tailored wealth management and investment solutions to drive portfolio growth. This role requires collaborating with investment advisors and team leaders to execute market strategies while strictly adhering to regulatory compliance and risk management standards. Success in this position involves achieving net new money targets and delivering exceptional client service through a network of referred contacts.

Responsibilities

Build and maintain long-term relationships with high-net-worth clients
Provide tailored wealth management and investment advice
Identify client needs and recommend appropriate financial solutions
Achieve net new money and revenue targets
Partner with investment advisors to execute client strategies

Skills

Qualifications

Recognized university degreeHKMA Type 1 LicenseHKMA Type 4 LicenseECF on Private Wealth Management7 years relevant experience

About UOB

uobgroup.com

Headquarters

Singapore, Central Region, Singapore

Company Size

10001+ employees

Founded

1935

View Profile

UOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.