Executive Director, Senior Client Partner, PBHK at United Overseas Bank Limited Co

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

14 Sep, 26

Salary

0.0

Posted On

17 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Investment Strategy, Asset Allocation, Portfolio Management, Client Acquisition, Financial Analysis, Regulatory Compliance, Leadership, Mentoring, Strategic Planning, Communication Skills

Industry

Banking

Description

Company: 1201 UOB Hong Kong About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. Job Description Job Summary The Executive Director, Senior Client Partner, PBHK will be responsible for leading and managing key client relationships within UOB Hong Kong's Private Bank, driving business growth, and delivering exceptional client service. This role involves developing and executing comprehensive wealth management strategies for high-net-worth individuals and families. Job Responsibilities * Cultivate and expand a portfolio of high-net-worth clients, identifying their financial needs and providing tailored wealth management solutions. * Develop and implement strategic client acquisition plans to achieve aggressive growth targets for assets under management (AUM) and revenue. * Act as a primary point of contact and trusted advisor for clients, building strong, long-term relationships through proactive engagement and exceptional service. * Lead the analysis of complex financial situations and recommend appropriate investment products, services, and strategies across various asset classes (e.g., equities, fixed income, foreign exchange, structured products, alternative investments). * Collaborate closely with internal product specialists, investment advisors, and other stakeholders to deliver integrated solutions and ensure seamless client experience. * Stay abreast of market trends, regulatory changes, and competitive landscape to provide informed advice and maintain a competitive edge. * Ensure full compliance with all internal policies, external regulations, and industry best practices. * Mentor and guide junior team members, fostering a high-performance culture within the Private Bank. * Represent UOB Hong Kong at industry events, networking functions, and client gatherings to enhance brand visibility and market presence. Job Qualifications * Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) are highly preferred. * Minimum of 15 years of progressive experience in private banking or wealth management, with a proven track record of managing substantial client portfolios and achieving business targets. * Extensive experience in managing high-net-worth and ultra-high-net-worth client relationships in Hong Kong or the Asia Pacific region. * Deep understanding of a broad range of investment products and services, including capital markets, alternative investments, and wealth planning solutions. * Strong knowledge of regulatory requirements and compliance standards within the Hong Kong banking and wealth management industry. * Excellent interpersonal, communication, and presentation skills, with the ability to articulate complex financial concepts clearly and persuasively. * Proven leadership abilities, with experience in mentoring and developing team members. * Highly results-oriented, proactive, and client-centric with a strong ethical compass. * HKMA Type 1 and Type 4 licensed * Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association 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 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. Apply now and make a Difference Together, Let’s Build the Future of ASEAN We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. Explore career opportunities with us today. UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region. Career Site: UOB Career site

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Responsibilities

Lead and manage key high-net-worth client relationships within UOB Hong Kong's Private Bank to drive business growth. Develop comprehensive wealth management strategies and provide tailored investment solutions across various asset classes.