UOB Hong Kong
Financial Services
TeamLead,SeniorClientAdvisor,PrivateBanking
“Team Lead, Senior Client Advisor, Private Banking at UOB Hong Kong. Skills: Private banking, Client advisory, Team leadership. Lead, mentor, and motivate a team of Private. Achieve individual and team sales targets”
What You'll Achieve.
Achieve individual and team sales targets; Increase assets under management (AUM)
Industry & Context.
Mandatory Reference Checking (MRC) Scheme
What They're Looking For.
Must Have
Bachelor's degree in Finance, Business Administration, Economics, or a related field, Minimum of 8-10 years of experience in private banking or wealth management, At least 3 years in a team leadership or supervisory role, Proven track record of successfully acquiring, managing, and growing a portfolio of high-net-worth clients, Solid understanding of regulatory requirements and compliance standards within the banking industry in Hong Kong, Holder of relevant HKMA/SFC licenses (Type 1, 4 regulated activities), Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth
Nice to Have
MBA or CFA designation is a plus
What You'll Do.
and motivate a team of Private
Achieve individual and team sales targets
Achieve service excellence
Develop strategies to expand the private banking client
Implement strategies to increase assets under management (AUM)
Acquire relationships with high-net-worth individuals and families
Manage relationships with high-net-worth individuals and families
Deepen relationships with high-net-worth individuals and families
Understand client financial needs
Provide wealth management solutions
Advise clients on financial products
Advise clients on financial services
Ensure adherence to internal policies
Ensure adherence to compliance regulations
Ensure adherence to external regulatory requirements
Monitor market trends
Monitor economic conditions
Monitor competitor activities
Identify new business opportunities
Refine client strategies
Prepare performance reports
Present performance reports to senior management
Act as a brand ambassador
How You'll Work.
Team & Collaboration
Collaborate with product specialists; Collaborate with investment advisors; Collaborate with internal stakeholders
Communication Scope
Client relationship building; Team motivation
Applying for this Team Lead, Senior Client Advisor, Private Banking role?
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