# Investment Advisor

**Company**: UOB Hong Kong
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://uobgroup.wd3.myworkdayjobs.com/en-US/UOBExternal/job/Hong-Kong-City-Area/Manager--Private-Banking---Investment-Advisory_JR97204?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_23fc1b20-2c3

## Description

We are seeking an Investment Advisor to serve as the primary client contact and trusted investment advisor. You will engage in direct investment advisory, assess suitability, identify product-specific opportunities, provide portfolio advice, and execute after-sales activities in collaboration with Client Advisors.

Key responsibilities include:

- Building and maintaining strong relationships with high-net-worth clients by delivering tailored investment solutions and ensuring an exceptional client experience

- Overseeing risk management practices within advisory services to ensure compliance with regulatory standards and internal policies

- Participating in client events, collaborating closely with SCA to deliver effective product and investment solutions to clients

Requirements:

- Bachelor's Degree in Finance, Business, Economics, or Banking

- A minimum of 5-6 years of experience in investment advisory, including at least 2 years in Private Banking

- In-depth knowledge of investment products, foreign exchange, risk management, and other areas related to investment advisory

- Exceptional client relationship management skills, with experience advising high-net-worth clients

- Highly disciplined and self-motivated, with strong teamwork abilities

- Registration as a Relevant Individual under HKMA and SFC guidelines is required

- Chartered Financial Analyst certification is an advantage

- Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association (PWMA) is preferred

## Skills

### Required
- investment advisory
- client relationship management
- risk management
- portfolio advice

### Nice to have
- Chartered Financial Analyst
- ECF on Private Wealth Management (PWM)

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Source: [Apply at uobgroup.wd3.myworkdayjobs.com](https://uobgroup.wd3.myworkdayjobs.com/en-US/UOBExternal/job/Hong-Kong-City-Area/Manager--Private-Banking---Investment-Advisory_JR97204?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)