Fvp, Investment Advisory, Private Banking

UOB United Overseas Bank Limited

Hong Kong
Not specified (assumed to be hybrid based on the nature of the position)
15 years investment advisory experience
5 years private banking experience
High-net-worth client relationship management
UOB is seeking an experienced FVP, Investment Advisory for their Private Banking division in Hong Kong. The role focuses on developing investment strategies, managing client portfolios, and maintaining strong relationships with 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 possess in-depth knowledge of investment products, foreign exchange, and risk management while ensuring compliance with regulatory standards.
  • This position requires registration as a Relevant Individual under HKMA and SFC guidelines, with Chartered Financial Analyst status being an advantage.

Matching Summary

Match Score: 85

UOB is seeking an experienced FVP, Investment Advisory for their Private Banking division in Hong Kong. The role focuses on developing investment strategies, managing client portfolios, and maintaining strong relationships with 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
  • Strategic investment planning skills

Key Requirements

  • Bachelor's Degree in Finance or related field
  • Minimum 15 years in investment advisory
  • At least 5 years in Private Banking
  • HKMA and SFC Relevant Individual registration
  • ECF on Private Wealth Management preferred

Work Rights

Must have work authorization for Hong Kong

Tailored Resume

Cover Letter