- Location
- Hong Kong (City Area)
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Finance
- Seniority
- VP
- Experience
- 15+ years
- Closing date
- Today
- Source
- Workday
Description
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
About the Department
UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.
Job Responsibilities
Investment Advisors (IA) are key investment specialists within the front office team. Their primary responsibility is to develop investment strategies and collaborate with Senior Client Advisors (SCA) to manage client portfolios. They partner with SCA during client meetings to present investment ideas, concepts, create proposals, and conduct portfolio reviews.
Serve as the primary client contact and trusted investment advisor, engaging in direct investment advisory, assessing suitability, identifying product-specific opportunities, providing portfolio advice, and executing after-sales activities in collaboration with Client Advisors.
Build and maintain strong relationships with high-net-worth clients by delivering tailored investment solutions and ensuring an exceptional client experience.
Oversee risk management practices within advisory services to ensure compliance with regulatory standards and internal policies.
Participate in client events, collaborating closely with SCA to deliver effective product and investment solutions to clients.
Job Requirements
Bachelor’s Degree in Finance, Business, Economics or Banking
A minimum of 15 years of experience in investment advisory, including at least 5 years in Private Banking
In-depth knowledge of investment products, foreign exchange, risk management, and other areas related to investment advisory.
Exceptional client relationship management skills, with experience advising high-net-worth clients.
Highly disciplined and self-motivated, with strong teamwork abilities
The job holder will be registered as Relevant Individual under HKMA and SFC guideline
Chartered Financial Analyst will be an advantage
Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association (PWMA) is preferred.
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, Develop, Engage, Execute, Strategise, Engage, Execute, Strategise, University-Bachelor - Banking & FinanceBe 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.
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