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First / Vice President, Investment Advisor, Private Banking

Posting Date:  13-May-2022

Hong Kong Island, HK

Company:  United Overseas Bank Limited (Hong Kong Office)

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.

Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.

Job Responsibilities

  • Responsible for providing investment advise to relationship managers and high net worth clients, and administration of assigned clients.
  • Administer assigned client accounts and identify investment opportunities for high net worth clients.
  • Required to assess clients’ risk appetite, investment preference and return expectations and offer appropriate investment solutions
  • Offer private banking products and quality investment services within guidelines, and provide up-to-date key market information to relationship managers and (ultra) high net worth clients.
  • Perform periodic review and monitor account status.

Job Requirements

Personal and Social

  • Ability to socialise/communicate with people from all spectrum
  • Genuine and sincere in wanting to help others
  • Approachable
  • Team player as well as ability to function independently

Professional and Technical

  • Good financial degree.  CFA preferred
  • 8+ years of relevant experience, preferably in Private Banking
  • Strong knowledge on multi asset classes and investment products such as equity, bonds, funds and structured products, etc.
  • Strong communication skills.
  • VBA/Excel skills
  • Excellent English language skills, oral and written. Business Mandarin will be an advantage

Be a part of UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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