Senior Private Banking Team Lead

United Overseas Bank Limited; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

United Overseas Bank Limited (UOB) seeks a senior leader to guide a team of Client Advisors in delivering exceptional wealth management and client service. You will understand clients’ financial goals, provide tailored solutions, and drive growth across wealth management products and services.

The role requires a strong track record in wealth management, excellent communication, and the ability to lead through change in a fast-paced environment. CFP/CWM qualifications are advantageous.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Accreditations: M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A and HI.
• 5+ years in wealth management, including leadership roles.
• CFP, CWM certifications are advantageous.

Responsibilities

• Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.
• Build and maintain strong relationships with high-net-worth clients.
• Drive acquisition of new clients and grow assets under management (AUM).
• Ensure strict adherence to regulatory requirements and internal policies; comply with international regulations.
• Collaborate with product specialists, investment advisors, and other stakeholders to deliver holistic financial solutions.

Skills

Leadership

Relationship management

Wealth management

Communication

Education

Bachelor's degree in Finance / Business Administration

CFP / CWM advantageous

Job description

United Overseas Bank Limited (UOB) seeks a senior leader to guide a team of Client Advisors in delivering exceptional wealth management and client service. You will understand clients’ financial goals, provide tailored solutions, and drive growth across wealth management products and services.

The role requires a strong track record in wealth management, excellent communication, and the ability to lead through change in a fast-paced environment. CFP/CWM qualifications are advantageous.