Senior Team Head, PVI North Asia

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading bank in Asia, United Overseas Bank Limited (UOB) is seeking a dynamic leader for their wealth management team. The role involves driving client relationships, business development, and ensuring compliance while maximizing team performance. Ideal candidates will have at least 5 years of leadership experience in wealth management, possess strong financial market knowledge, and excel in communication skills.

Qualifications

• At least 5 years of relevant experience in wealth management, including leadership roles.
• Strong knowledge of financial markets and investment strategies.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Provide strong leadership to the team, setting objectives.
• Cultivate and maintain relationships with high-net-worth clients.
• Identify new opportunities and expand the client base.

Skills

Leadership

Client Relationship Management

Business Development

Communication

Interpersonal Skills

Financial Market Knowledge

Education

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

Professional certifications such as CFP, CWM

Job description

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 across Asia Pacific, Europe, and North America. Operating through its head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, UOB has a history spanning over 80 years. Guided by our values – Honorable, Enterprising, United, and Committed – we strive to do what is right, build for the future, work as one team, and pursue long-term success.

Privilege Banking is responsible for branch sales and portfolio growth related to various bank products. It requires a license to sell securities and related investment products. Activities include supporting promotional efforts, enhancing customer relationships, and referring customers to other areas as appropriate. The focus is on clients with investible assets below a certain threshold, serviced by the consumer or private bank. The role involves maximizing revenues, driving product initiatives, sales, customer satisfaction, and minimizing operational losses, while deepening relationships and reducing attrition.

Consumer Banking provides services and products directly to consumers through various channels, including retail banking, consumer lending, auto finance, small business banking, and related areas.

Responsibilities

1. Leadership: Provide strong leadership to the PV team, setting clear objectives and motivating team members to meet targets.
2. Client Relationship Management: Cultivate and maintain relationships with high-net-worth clients, understanding their financial goals, and offering tailored wealth management solutions.
3. Business Development: Identify new opportunities, expand the client base, and develop strategies to increase assets under management.
4. Team Development: Mentor and coach team members, fostering continuous learning and performance improvement.
5. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies, managing risks effectively.
6. Collaboration: Work with internal stakeholders such as product specialists, investment advisors, and client advisors to deliver comprehensive solutions.
7. Performance Monitoring: Track team performance, monitor key indicators, and implement corrective actions to achieve business goals.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Relevant accreditation (e.g., M1B, M5, CM-EIP, CM-SIP, M9, M9A, HI).
• At least 5 years of relevant experience in wealth management, including leadership roles.
• Strong knowledge 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.

UOB is an equal opportunity employer. We do not discriminate based on age, race, gender, religion, sexual orientation, disability, or other non-merit factors. All employment decisions are based on business needs, job requirements, and qualifications. If you need assistance or accommodations during the recruitment process, please inform us when submitting your application.

Apply now and make a difference.