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