VP, Personal & Wealth Banking Team Head, PFS

2201 United Overseas Bank (Malaysia) Bhd; Puchong; On-site; MYR 80,000 - 120,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a senior Wealth Relationship Manager Team Lead to steer a high-performing group of wealth managers. The role focuses on delivering top-tier service and achieving sales targets for high-net-worth clients.

You will recruit, train, and coach the team, oversee risk and compliance, collaborate with product and legal teams, manage key client relationships, and report on AUM growth and client segmentation.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• MBA or relevant professional certifications (e.g., CFP, ChFC, CMSRL) are highly advantageous.
• Minimum of 3-4 years of wealth management experience with 1-2 years in leadership.
• Proven ability to achieve and exceed wealth management sales targets.
• Strong understanding of financial markets, products, and regulatory frameworks in Malaysia.

Responsibilities

• Lead and manage a team of Wealth Relationship Managers to achieve sales targets and grow AUM.
• Recruit, train, coach, and motivate team members; conduct performance reviews.
• Develop and implement sales strategies; identify market opportunities and cross-sell.
• Oversee client relationships and provide expert wealth management advice.
• Ensure risk and regulatory compliance; report performance and market insights.

Skills

Leadership

Team management

Communication

Analytical skills

Education

Bachelor's degree in Business/Finance

MBA or professional certifications (CFP, ChFC, CMSRL)

Job description

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 Summary

Lead and manage a team of Wealth Relationship Managers to drive growth in wealth management products and services for high-net-worth clients, ensuring the achievement of sales targets and superior client experience within United Overseas Bank (Malaysia) Bhd.

Job Responsibilities

• Team Leadership & Performance: Recruit, train, coach, and motivate a team of Wealth Relationship Managers to achieve individual and team sales targets for wealth management products (e.g., unit trusts, insurance, structured products, treasury products). Conduct regular performance reviews, provide constructive feedback, and develop individual development plans for team members. Foster a high-performance culture focused on client acquisition, retention, and deepening client relationships.
• Business Development & Sales Strategy: Develop and implement effective sales strategies and initiatives to expand the wealth management client base and increase assets under management (AUM). Identify new market opportunities and collaborate with product teams to tailor solutions for high-net-worth clients. Drive cross-selling and up-selling opportunities across the bank's product offerings.
• Client Relationship Management: Oversee the team's management of key client relationships, ensuring a consistently high level of service and client satisfaction. Act as a point of escalation for complex client issues and provide expert advice on wealth management solutions. Periodically engage with key clients to strengthen relationships and gather feedback.
• Risk Management & Compliance: Ensure strict adherence to all internal policies, procedures, regulatory requirements, and ethical standards related to wealth management and banking operations. Monitor team activities to mitigate operational and compliance risks. Maintain up-to-date knowledge of industry regulations and market developments.
• Reporting & Analysis: Monitor and analyze team performance against KPIs, market trends, and competitive landscape. Prepare regular reports for senior management on sales performance, AUM growth, client segmentation, and other relevant metrics. Provide insights and recommendations for continuous improvement.
• Collaboration: Collaborate effectively with other departments such as Product Development, Legal & Compliance, Operations, and other business units to ensure seamless client service and integrated solutions.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• MBA or relevant professional certifications (e.g., CFP, ChFC, CMSRL) are highly advantageous.
• Minimum of 3-4 years of experience in wealth management or a similar client-facing role within the financial services industry, with at least 1 -2 years in a leadership or managerial capacity.
• Proven track record of consistently achieving and exceeding sales targets in wealth management products.
• Strong understanding of financial markets, investment products, risk management, and regulatory frameworks relevant to wealth management in Malaysia.
• Excellent leadership, team management, coaching, and mentoring skills.
• Exceptional communication, interpersonal, and presentation skills, with the ability to build rapport and influence high-net-worth individuals.
• Strong analytical and problem-solving abilities, with a strategic mindset.
• Possession of relevant licenses and certifications required by regulatory bodies in Malaysia (e.g., FIMM, BNM).

Additional Requirements

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site