Global Privilege Banking Team Lead

UNITED OVERSEAS BANK LIMITED; Singapore; Presencial; SGD 150.000 - 230.000; Jornada completa

Descripción de la vacante

UNITED OVERSEAS BANK LIMITED in Singapore is seeking an experienced leader to manage a team of Client Advisors in wealth management. You will coach staff, set performance targets, and ensure service excellence for high-net-worth clients, aligning with business goals.

The role requires deep knowledge of financial markets, strong communication, and the ability to drive cross-functional initiatives while maintaining strict compliance with FAA, FATCA, CRS and other regulations.

Formación

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Relevant accreditations (M1B, M5, CM-EIP, CM-SIP, M9/M9A, HI).
• 5+ years of wealth management experience, including leadership roles.
• Strong knowledge of financial markets and wealth products.
• Excellent verbal and written communication.
• Ability to lead in a fast-paced environment and drive change.
• Certifications like CFP or CWM are advantageous.

Responsabilidades

• Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.
• Set clear objectives and monitor KPIs aligned with business goals.
• Foster a high-performance culture focused on collaboration, integrity, and improvement.
• Build and maintain relationships with high-net-worth clients; tailor wealth solutions.
• Drive new client acquisition and growth of assets under management.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with product, investment and marketing teams to deliver holistic solutions.

Conocimientos

Leadership

Client relationship management

Business development

Compliance & risk management

Cross-functional collaboration

Communication skills

Educación

Bachelor's degree in Finance/Business Administration

Accreditations: M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A, HI

Descripción del empleo

UNITED OVERSEAS BANK LIMITED in Singapore is seeking an experienced leader to manage a team of Client Advisors in wealth management. You will coach staff, set performance targets, and ensure service excellence for high-net-worth clients, aligning with business goals.

The role requires deep knowledge of financial markets, strong communication, and the ability to drive cross-functional initiatives while maintaining strict compliance with FAA, FATCA, CRS and other regulations.