FVP/VP, Senior Team Head, PVO - United Overseas Bank

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore seeks a Wealth Management Team Leader to guide Client Advisors in achieving sales excellence and building strong client relationships. The successful candidate will have over 5 years of relevant experience in wealth management and a strong background in financial markets. This role requires excellent communication skills and the ability to navigate a dynamic environment.

Qualifications

• 5+ years of experience in wealth management, including leadership roles.
• Professional certifications such as CFP or CWM are advantageous.
• Strong understanding of investment products and strategies.

Responsibilities

• Lead and coach a team of Client Advisors.
• Build relationships with high-net-worth clients to provide tailored solutions.
• Drive client acquisition and grow assets under management.
• Ensure compliance with regulatory requirements.

Skills

Wealth management expertise

Team leadership

Client relationship management

Communication skills

Financial markets understanding

Education

Bachelor's degree in Finance or Business

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 Description

Leadership & Team Management

• Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.
• Set clear performance objectives and monitor KPIs to ensure alignment with business goals.
• Foster a high-performance culture focused on collaboration, integrity, and continuous improvement.

Client Relationship Management

• Build and maintain strong relationships with high-net-worth clients.
• Understand clients' financial goals and provide tailored wealth management solutions.

Business Development

• Drive acquisition of new clients and grow assets under management (AUM).
• Collaborate with marketing and product teams to execute targeted campaigns.

Compliance & Risk Management

• Ensure strict adherence to regulatory requirements and internal policies.
• Ensure full compliance with international banking regulations (e.g., FAA, FATCA, CRS).
• Proactively manage risks and maintain high standards of governance and ethical conduct.

Cross-functional Collaboration

• Work closely with product specialists, investment advisors, and other internal stakeholders.
• Deliver holistic financial solutions that meet clients' evolving needs.

Job Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Possess relevant accreditation (M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A and HI)
• Proven track record of success in wealth management, with at least 5 years of relevant experience, including leadership roles.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Ability to thrive in a fast-paced, dynamic environment and lead through change.
• Professional certifications such as CFP, CWM, or similar are advantageous.

Additional Requirements

• Certificate in Health Insurance
• Rules and Regulations for Dealing in Securities (Non SGX-ST members)
• Rules & Regulations for Financial Advisory Services
• Securities and Futures Product Knowledge
• Securities Products and Analysis
• Collective Investment Schemes II
• Collective Investment Schemes
• Life Insurance and Investment-Linked Policies II
• Life Insurance & Investment-Linked Policies

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.