Private Banking Client Service Lead

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management. You will lead CAAs, oversee day-to-day operations, and plan staffing across the team to meet client commitments.

Job requires a Diploma or degree with 5–7 years in wealth management and CACS certification. You will drive process improvements, mentor staff, and collaborate across departments to sustain service quality.

Qualifications

• 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.

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

Skills

People management

Coaching

Team leadership

Education

Diploma or degree

Tools

CACS Certification

Trade bookings knowledge

Job description

United Overseas Bank Limited (UOB) is seeking a People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management. You will lead CAAs, oversee day-to-day operations, and plan staffing across the team to meet client commitments.

Job requires a Diploma or degree with 5–7 years in wealth management and CACS certification. You will drive process improvements, mentor staff, and collaborate across departments to sustain service quality.