Fvp, Investment Advisory, Private Banking

UOB United Overseas Bank Limited

Hong Kong
Not specified
15 years investment advisory experience
5 years private banking experience
High-net-worth client relationship management
UOB United Overseas Bank Limited is seeking a highly experienced Investment Advisor for their Private Banking division in Hong Kong. The ideal candidate will have at least 15 years of investment advisory experience, including 5 years in private banking, and will be responsible for developing investment strategies and managing client portfolios for high-net-worth clients

Job Summary

  • The role involves developing investment strategies and collaborating with Senior Client Advisors to manage client portfolios for high-net-worth individuals.
  • Candidates must be registered as Relevant Individuals under HKMA and SFC guidelines, ensuring compliance with regulatory standards.
  • This position requires overseeing risk management practices while delivering tailored investment solutions and conducting portfolio reviews.

Matching Summary

Match Score: 85

UOB United Overseas Bank Limited is seeking a highly experienced Investment Advisor for their Private Banking division in Hong Kong. The ideal candidate will have at least 15 years of investment advisory experience, including 5 years in private banking, and will be responsible for developing investment strategies and managing client portfolios for high-net-worth clients.

Skills & Requirements

Must-have

  • 15 years investment advisory experience
  • 5 years private banking experience
  • High-net-worth client relationship management
  • Investment product knowledge
  • Foreign exchange expertise
  • Risk management practices

Nice-to-have

  • Strong teamwork abilities
  • Self-motivated discipline
  • Exceptional client experience delivery
  • Collaborative approach with Senior Client Advisors

Key Requirements

  • Bachelor's Degree in Finance or related field
  • Minimum 15 years total investment advisory experience
  • At least 5 years in Private Banking
  • Registration as Relevant Individual under HKMA/SFC
  • Chartered Financial Analyst (CFA) designation preferred
  • ECF on Private Wealth Management accreditation preferred

Work Rights

Must have work authorization for Hong Kong

Tailored Resume

Cover Letter