Senior Client Advisor, Private Banking

United Overseas Bank

Hong Kong, Hong Kong
Not specified; not specified; not specified
7 years wealth management experience
Hkma type 1 and 4 license required
Proven track record in client acquisition
The Senior Client Advisor is responsible for managing and growing a portfolio of high-net-worth individuals and families

Job Summary

  • The Senior Client Advisor is responsible for managing and growing a portfolio of high-net-worth individuals and families.
  • Candidates must hold HKMA Type 1 and 4 licenses and have at least 7 years of relevant experience in Wealth Management.
  • This role involves partnering with Investment Advisors to implement proactive investment advice based on CIO/House views.

Matching Summary

The Senior Client Advisor is responsible for managing and growing a portfolio of high-net-worth individuals and families.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 7 years wealth management experience
  • HKMA Type 1 and 4 license required
  • Proven track record in client acquisition
  • Strong networking and relationship skills
  • Ability to meet revenue targets

Nice-to-have

  • Excellent communication and interpersonal skills
  • Customer-focused mindset
  • Ability to work under pressure
  • Strong risk control capabilities
  • Compliance with regulatory requirements

Key Requirements

  • Recognized university degree
  • Minimum 7 years relevant experience
  • HKMA Type 1 and 4 licensed
  • ECF on Private Wealth Management accredited
  • Mandatory Reference Checking Scheme compliance

Work Rights

Not specified

Tailored Resume

Cover Letter