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Team Lead, Senior Client Advisor, Private Banking at UOB - ApplyBlast

Team Lead, Senior Client Advisor, Private Banking

UOB

4 months ago

2.6 on Glassdoor

Onsite

Full Time

Senior

0 applicants

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About this role

The Team Lead, Senior Client Advisor for Private Banking at UOB Hong Kong leads a team of client advisors to manage high-net-worth portfolios and drive business growth. The role involves developing strategies to expand the client base, advising on diverse financial products, and ensuring strict regulatory compliance. Success depends on mentoring the team, deepening client relationships, and collaborating with internal specialists to deliver holistic wealth management solutions.

Responsibilities

Lead and mentor a team of Private Banking Client Advisors
Manage and grow high-net-worth client portfolios
Develop strategies to expand assets under management
Advising clients on investments, wealth planning, and trust services
Ensure adherence to regulatory requirements and compliance standards

Skills

Qualifications

Bachelor's Degree in Finance or Business AdministrationCFA DesignationHKMA/SFC License Type 1 and 4Private Wealth Management (PWM) AccreditationMBA

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.