Client Service Manager, Private Banking

UOB (United Overseas Bank); Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

United Overseas Bank Ltd is seeking a capable People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management, ensuring optimal resource utilization and strong client service delivery.

The role requires 5–7 years in Wealth Management as an ARM, CACS certification, and demonstrated team leadership. You will coordinate cross‑department initiatives, support recruitment, and mentor CAAs in a dynamic bank environment in Singapore.

Qualifications

• Minimum Diploma/Degree holder with 5–7 years minimum prior experience as an Assistant RM (ARM) in Wealth Management.
• CACS Certification (Paper 1 & 2) is required.
• Experience leading a team is a strong advantage.

Responsibilities

• A People Manager responsible for guiding and coaching Client Advisor Assistants (CAA) and ensuring optimal CAA resource utilization.
• Day-to-day supervisory oversight of CAAs.
• Recruitment and staffing of CAAs with back-ups in consultation with Team Leaders.
• Coordinate across departments to implement and deliver on client commitments.
• Escalate service issues to relevant internal stakeholders and support process improvements.
• Mentor new CAAs and participate in adhoc projects (systems UAT, process improvements).
• Develop contingencies to maintain service during disruption (emergency/leave).
• Optimize existing client servicing processes.

Skills

People management

Coaching

Team leadership

Wealth management knowledge

Education

CACS Certification (Paper 1 & 2)

Diploma/Degree in Finance or related field

Job description

Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Responsibilities

• A People Manager responsible for guiding and coaching Client Advisor Assistants (CAA) and ensuring optimal CAA resource utilization.
• Day-to day supervisory oversight of CAAs
• Resourcing of CAAs and need for back-ups (in consultation with Team Leaders)
• CAA Recruitment
• Coordinate across departments to implement and deliver on client commitments
• Escalate service issues to relevant internal stakeholders
• Provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups.
• Develop and test contingencies to ensure service expectations are always maintained during disruption situations e.g., CAAs on emergency leave, medical leave etc.
• Optimize existing client servicing processes

Job Requirements

• Minimum Diploma/Degree holder with preferably more than 5-7 years minimum prior experience as an Assistant RM (ARM) in the Wealth Management segment.
• CACS Certification (Paper 1 & 2).
• Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g. Fixed Income, Equities, FX-linked products, unit trusts Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.
• Experience in leading a team a strong advantage.

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore

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.