Senior Team Head, Privilege Banking International (Onshore)

United Overseas Bank; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

United Overseas Bank is seeking a seasoned leader to helm a team of Client Advisors in Singapore, driving sales and service excellence for high-net-worth clients.

You will set performance objectives, monitor KPIs, and foster a culture of integrity and continuous improvement while delivering tailored wealth management solutions. This role requires 5+ years in wealth management, strong communication, and professional certifications such as CFP or CWM are advantageous.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Accreditation such as M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A and HI.
• 5+ years of wealth management experience with leadership roles.
• Strong knowledge of financial markets and investment products.
• Excellent communication and presentation skills.
• Ability to lead through change in a fast-paced environment.
• CFP, CWM or similar certifications are advantageous.

Responsibilities

• Lead and coach a team of Client Advisors to deliver sales and service excellence.
• Manage relationships with high-net-worth clients and tailor wealth solutions.
• Drive client acquisition to grow AUM and collaborate on targeted campaigns.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with product specialists and investment advisors to deliver holistic solutions.

Skills

Leadership

Team Management

Client Relationships

Business Development

Compliance & Risk

Cross-functional Collaboration

Communication Skills

Wealth Management Knowledge

Education

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

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.