Senior Wealth Management Team Lead

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

Job summary

United Overseas Bank Limited (UOB) is seeking a senior leader in wealth management to guide Client Advisors in delivering tailored financial solutions to high-net-worth clients. You will drive client acquisition, cross-border service, and international AUM growth while ensuring regulatory compliance and a high-performance culture.

The role requires deep regulatory knowledge, leadership, and a willingness to travel as needed to support offshore and international client engagement.

Qualifications

• Bachelor's degree in finance, Business, or related field; MBA or CFA/CFP preferred.
• Min 5 years of experience in wealth management/private banking, with 3+ years in a leadership role.
• Proven success in managing offshore banking teams and growing international portfolios.
• Deep understanding of cross-border financial regulations and offshore client needs.
• Strong leadership, communication, and strategic thinking skills.
• Multilingual capabilities and willingness to travel internationally.

Responsibilities

• 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.
• Build and maintain strong relationships with high-net-worth clients.
• Understand clients' financial goals and provide tailored wealth management solutions.
• Ensure high levels of client satisfaction and retention.
• Drive acquisition of new clients and grow assets under management (AUM).
• Identify market opportunities and develop strategies to expand the Privilege Banking International footprint.
• Collaborate with marketing and product teams to execute targeted campaigns.
• 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.
• Work closely with product specialists, investment advisors, and other internal stakeholders.
• Deliver holistic financial solutions that meet clients' evolving needs.

Skills

Leadership

Communication

Strategic thinking

Multilingual capabilities

Willing to travel internationally

Education

Bachelor's degree in finance, Business, or related field

MBA or CFA/CFP preferred

Job description

United Overseas Bank Limited (UOB) is seeking a senior leader in wealth management to guide Client Advisors in delivering tailored financial solutions to high-net-worth clients. You will drive client acquisition, cross-border service, and international AUM growth while ensuring regulatory compliance and a high-performance culture.

The role requires deep regulatory knowledge, leadership, and a willingness to travel as needed to support offshore and international client engagement.