# Senior Client Advisor, Private Banking

**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/Senior-Client-Advisor--Private-Banking_JR87989?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_5697deff-66f

## Description

The Senior Client Advisor, Private Banking at UOB Hong Kong manages and grows a portfolio of high-net-worth individuals, providing comprehensive financial advice and exceptional client service.

**Job Responsibilities:**

- Develop and manage a portfolio of high-net-worth clients, identifying their financial needs and objectives.

- Provide holistic financial solutions encompassing investment products, wealth management, estate planning, and other private banking services.

- Proactively engage with clients to understand their financial goals and risk appetite, offering tailored advice and solutions.

- Monitor client portfolios, providing regular performance reviews and recommending adjustments as needed.

- Identify new business opportunities through client referrals, networking, and market intelligence.

- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver integrated solutions to clients.

- Ensure full compliance with all internal policies, regulatory requirements, and ethical standards.

- Stay abreast of market trends, economic developments, and product innovations to provide informed advice.

- Prepare and present financial proposals and recommendations to clients.

- Cultivate strong, long-term relationships with clients based on trust and mutual understanding.

**Job Qualifications:**

- Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.

- Minimum of 8-10 years of experience in private banking, wealth management, or a similar client-facing role with high-net-worth individuals.

- Proven track record of success in acquiring and managing a significant client portfolio.

- Strong knowledge of investment products, financial markets, and wealth management strategies.

- Excellent communication, interpersonal, and presentation skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and as part of a team in a fast-paced environment.

- Relevant professional qualifications (e.g., SFC Type 1, 4, 9 licenses) are mandatory.

- Fluency in English and Cantonese is essential; proficiency in Mandarin is a significant advantage.

- A client-centric mindset with a strong commitment to delivering exceptional service.

**Additional Requirements:**

- Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth

## Skills

### Required
- Private Banking
- Wealth Management
- Investment Products
- Financial Markets
- Estate Planning
- Client Relationship Management
- Communication
- Analytical Skills
- Problem-Solving
- English
- Cantonese
- Mandarin

### Nice to have
- SFC Type 1, 4, 9 licenses
- 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/Senior-Client-Advisor--Private-Banking_JR87989?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)