About the role
FinEx AI summary
Serve as primary client contact and investment advisor, assessing suitability and providing portfolio advice for high-net-worth clients. Ensure advisory services comply with regulatory standards and internal policies. Collaborate with Client Advisors on client events and product solutions.
Core skills Investment Advisory Private Banking Client Relationship Management Risk Management Investment Products Foreign Exchange
Role details
Work style On-Site
Posted 5 Oct 2026
Finance
↗
Manager, Private Banking - Investment Advisory
UOB
Central & Western District, Hong Kong SAR · HK$66,500–83,500/mo (AI-estimated)
Finance
↗
Assistant Investment Counsellor, Private Banking (Licensed)
DBS Bank (Hong Kong) Limited
Hong Kong · HK$57,000–142,500/mo (AI-estimated)
Finance
↗
Director, Private Banker - Private Banking
The Bank of East Asia (BEA)
Hong Kong, Hong Kong SAR · HK$100,000–150,000/mo (AI-estimated)
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