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UOB

Senior Client Advisor, Private Banking

Central & Western District, Hong Kong SARSales

About the role

FinEx AI summary

The Senior Client Advisor manages a portfolio of high-net-worth clients, providing financial advice and private banking services. Responsibilities include developing client relationships, offering tailored investment and wealth solutions, monitoring portfolios, and ensuring compliance.

Core skills

Private BankingWealth ManagementClient Relationship ManagementInvestment ProductsEstate PlanningCompliance

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