UOB is a leading bank in Asia with a global network spanning 19 countries and territories, guided by values of Honorable, Enterprising, United and Committed
Job Summary
UOB is a leading bank in Asia with a global network spanning 19 countries and territories, guided by values of Honorable, Enterprising, United and Committed.
The role involves building and maintaining long-term client relationships, providing wealth management advice, and achieving financial targets while complying with regulations.
UOB is an equal opportunity employer committed to non-discrimination and offers accommodations during the recruitment process.
Matching Summary
UOB is a leading bank in Asia with a global network spanning 19 countries and territories, guided by values of Honorable, Enterprising, United and Committed.
Skills & Requirements
Must-have
Client acquisition and relationship management
Wealth management and investment solutions
Achieving revenue and net new money targets
Compliance with regulatory requirements
Risk control and management
Strong networking and communication skills
Nice-to-have
Customer-focused mindset
Sales-driven and results-oriented
Ability to work under pressure
Team collaboration and partnership
Continuous professional development
Key Requirements
Recognized university degree
Minimum 7 years relevant wealth management experience
Type 1 and 4 licensed
Proven track record in client acquisition and AUM growth
Holder of ECF on Private Wealth Management (PWM) preferred
Compliant with HKMA Mandatory Reference Checking Scheme