Job Description

Company: 1201 UOB Hong Kong

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.

Job Description

Job Responsibilities

• Building, developing and maintaining long term client relationships by drawing on your strong personal contact network.
• Identifying clients’ needs and providing them with appropriate advice on wealth management and investment solutions based on CIO/House view.
• Achieving net new money and revenue targets.
• Partner with Investment Advisor to implement investment advice in a proactive manner.
• Partner with Client Advisor Assistants to deliver excellence in execution for client queries and transactions.
• Working closely with the Team Leader to implement market-focused strategies as well as to meet quantitative and Balanced Score Card targets
• Keep abreast of products and market developments.
• Comply with all regulations, policies and standards, contribute to an effective risk culture.
• Strictly adhere to UOB Code of Conduct and complete trainings required by UOB as well as fulfil annual Continuous Professional Development (“CPD”) hours requirement.

Job Requirements

• Recognized university degree with minimum 4 years of relevant experience in Wealth Management.
• Type 1 and 4 licensed.
• High calibre performers with proven track record in client acquisition, growing AUM and revenue.
• Solid understanding of financial services and all asset classes.
• Outstanding relationship management capabilities and communication and interpersonal skills with a customer-focused mindset.
• Sales-driven, results-orientated and ability to work under pressure.
• Strong networking skills and an excellent ability to connect with people.
• Ability to control risks. Cognizant and compliant with regulatory requirements and the Bank's policies.
• Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association is preferred

Important Notice – HKMA Mandatory Reference Checking Scheme

This role falls under the Mandatory Reference Checking (MRC) Scheme introduced by the Hong Kong Monetary Authority (HKMA), effective from 30 September 2025. As part of the hiring process, we are required to request conduct-related reference information from your current and previous employers (authorized institutions) covering the past seven years.

The MRC Scheme aims to strengthen integrity and transparency in the banking industry and prevent the recurrence of misconduct across institutions. All reference checks will be carried out in accordance with the Personal Data (Privacy) Ordinance (PDPO) and relevant regulatory guidelines.

For more information, please refer to the HKAB’s MRC Scheme FAQ for In-Scope Individuals

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the 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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