Managing Director / Director - Private Wealth Management At Accounting / Audit
UOB Kay Hian (Hong Kong) Limited
Wan Chai, Hong Kong
On-site
Develop and manage client portfolios
Acquire new private wealth clients
Investment advice and premium services
Develop and manage portfolio for high-net-worth clients including equities, future contracts, structured products, mutual funds, bonds, and other OTC products
Job Summary
Develop and manage portfolio for high-net-worth clients including equities, future contracts, structured products, mutual funds, bonds, and other OTC products.
Provide investment advice and offer premium investment services to clients, acquire new private wealth clients, and explore new business opportunities in Hong Kong, Mainland China, and other global countries.
We offer good career prospects and competitive remuneration packages to the right candidates.
Matching Summary
Develop and manage portfolio for high-net-worth clients including equities, future contracts, structured products, mutual funds, bonds, and other OTC products.
Skills & Requirements
Must-have
Develop and manage client portfolios
Acquire new private wealth clients
Investment advice and premium services
Explore new business opportunities globally
Nice-to-have
Excellent client network expansion
Strong sales technique
Self-motivated professional
Key Requirements
SFC licenses Type 1 & 2
Bachelor Degree or above
Previous private banking experience
Excellent command of English, Chinese and Mandarin