Vice President, Senior Client Advisor, Private Banking at United Overseas Bank Limited Co

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

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, Portfolio Management, Financial Needs Analysis, Client Relationship Management, Investment Strategy, Regulatory Compliance, Business Development, Wealth Planning, Risk Tolerance Assessment, Financial Advisory, English Proficiency, Cantonese Proficiency, Mandarin Proficiency, SFC Licensing, HKMA Licensing, HNW/UHNW Client Acquisition

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 Vice President, Senior Client Advisor, Private Banking at UOB Hong Kong is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role involves providing comprehensive financial solutions, building strong client relationships, and ensuring excellent service delivery in line with the bank's private banking strategy. Job Responsibilities * Develop and implement strategies to acquire new HNW and UHNW clients and expand existing relationships. * Conduct in-depth financial needs analysis for clients, identifying their investment objectives, risk tolerance, and liquidity requirements. * Propose and deliver tailored financial solutions, including investment products (e.g., equities, fixed income, structured products, alternative investments), wealth planning, trust services, and lending solutions. * Monitor client portfolios regularly, review performance against objectives, and recommend necessary adjustments to align with market conditions and client needs. * Maintain a deep understanding of global financial markets, economic trends, and regulatory changes to provide informed advice to clients. * Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in Hong Kong and other applicable jurisdictions. * Collaborate effectively with product specialists, investment advisors, legal, and compliance teams to deliver integrated solutions. * Build and maintain strong, long-term relationships with clients, acting as their primary point of contact and trusted advisor. * Actively participate in client events, seminars, and networking activities to represent UOB Hong Kong and generate new business opportunities. * Mentor junior team members and contribute to a positive and high-performing team environment. 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) is highly preferred. * Minimum of 8-10 years of experience in private banking or wealth management, with a proven track record of managing and growing HNW/UHNW client portfolios. * Extensive knowledge of a wide range of investment products, financial markets, and wealth planning strategies. * Strong understanding of regulatory requirements and compliance standards within the Hong Kong banking sector. * Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients. * Demonstrated ability to acquire new clients and generate revenue. * Highly self-motivated, results-oriented, and able to work independently as well as collaboratively within a team. * Proficiency in English, Cantonese, and Mandarin (both spoken and written) is essential to effectively serve a diverse client base. * Possession of relevant licenses and registrations (e.g., SFC Type 1, 4, 9) as required for regulated activities in Hong Kong. * HKMA Type 1 and 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

Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients by providing tailored financial solutions and comprehensive wealth planning. The role involves monitoring client portfolios, ensuring regulatory compliance, and collaborating with internal specialists to deliver integrated investment services.