Personal Wealth Team Head

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

UOB in Singapore is seeking a Personal Wealth Team Head to lead a team of Wealth Relationship Managers, drive sales targets, deepen client relationships, and deliver comprehensive wealth management solutions to high-net-worth clients.

The role requires strong leadership, strategic planning, and a client-centric mindset, with oversight of portfolio reviews, compliance, and cross‑functional collaboration with product, operations and risk teams.

Qualifications

• Minimum of 4 years of experience in wealth management, private banking, or financial advisory.
• Strong understanding of a wide range of financial products, including investment instruments, insurance, and wealth planning solutions.
• Leadership, coaching, and team-building skills with the ability to inspire and develop high-performing teams.
• Good communication, interpersonal, negotiation skills, with ability to build rapport with affluent clients and internal stakeholders.
• In-depth knowledge of financial regulations, compliance requirements, and risk management principles within the banking and wealth management industry.

Responsibilities

• Lead, mentor, and motivate a team of Personal Wealth Relationship Managers to achieve and exceed sales targets for wealth management products and services.
• Develop and implement strategic plans to grow the personal wealth client base and deepen existing client relationships.
• Monitor team performance against KPIs and provide regular feedback, coaching, and training to enhance skills and knowledge.
• Oversee the acquisition, retention, and growth of high-net-worth and affluent client portfolios, ensuring a client-centric approach.
• Stay abreast of market trends, economic conditions, and competitor activities to identify new business opportunities and adjust strategies accordingly.
• Ensure full compliance with all internal policies, regulatory requirements, and ethical standards pertaining to wealth management and financial advisory services.
• Collaborate with other departments within the bank to deliver integrated client solutions and seamless service.
• Manage escalated client issues and complaints effectively, striving for positive resolutions and maintaining client satisfaction.
• Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk appetite, and market opportunities.

Skills

Leadership

Client relationships

Sales target achievement

Wealth management knowledge

Regulatory knowledge

Education

Bachelor's degree in Business Administration, Finance, Economics, or related field

MBA or CFA/CFP certification (preferred)

Job description

About UOB

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

The Personal Wealth Team Head will lead and manage a team of Wealth Relationship Managers, driving the achievement of sales targets, enhancing client relationships, and ensuring the delivery of exceptional wealth management solutions to high-net-worth individuals and affluent clients within United Overseas Bank Ltd.

Job Responsibilities

• Lead, mentor, and motivate a team of Personal Wealth Relationship Managers to achieve and exceed individual and team sales targets for wealth management products and services (e.g., investments, insurance, deposits, loans).
• Develop and implement strategic plans to grow the personal wealth client base and deepen existing client relationships.
• Monitor team performance against key performance indicators (KPIs) and provide regular feedback, coaching, and training to enhance skills and knowledge.
• Oversee the acquisition, retention, and growth of high-net-worth and affluent client portfolios, ensuring a client-centric approach.
• Stay abreast of market trends, economic conditions, and competitor activities to identify new business opportunities and adjust strategies accordingly.
• Ensure full compliance with all internal policies, regulatory requirements, and ethical standards pertaining to wealth management and financial advisory services.
• Collaborate with other departments within the bank (e.g., product development, operations, risk management) to deliver integrated client solutions and seamless service.
• Manage escalated client issues and complaints effectively, striving for positive resolutions and maintaining client satisfaction.
• Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk appetite, and market opportunities.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• An MBA or relevant professional certifications (e.g., CFA, CFP) is highly preferred.
• Minimum of 4 years of experience in wealth management, private banking, or financial advisory.
• Proven track record of consistently meeting and exceeding sales targets in a wealth management environment.
• Strong understanding of a wide range of financial products, including investment instruments (equities, bonds, mutual funds), insurance, and wealth planning solutions will be added advantage.
• Leadership, coaching, and team-building skills with the ability to inspire and develop high-performing teams.
• Good communication, interpersonal, negotiation skills, with ability to build rapport with affluent clients and internal stakeholders.
• In-depth knowledge of financial regulations, compliance requirements, and risk management principles within the banking and wealth management industry.
• Client-centric mindset with strong commitment to delivering outstanding service and building long-term relationships Proactive, results-oriented, and able to thrive in a fast-paced and dynamic environment.

Additional Requirements

• CMFAS HI - Certificate in Health Insurance - Singapore
• CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore
• CMFAS M8A - Collective Investment Schemes II - Singapore
• CMFAS M8 - Collective Investment Schemes - Singapore
• CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore
• CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore
• CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - 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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN.

Explore career opportunities with us today. 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