Senior Wealth Team Lead, HNW Client Solutions

uobgroup; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

1011 United Overseas Bank Ltd seeks a dynamic leader for Wealth Management to guide a team of Client Advisors, deepen relationships with high-net-worth clients, and drive growth in assets under management. You will collaborate with product and marketing teams while upholding strict regulatory and governance standards.

The ideal candidate has 5+ years in wealth management, relevant accreditations, and a proven ability to lead in a fast-paced banking environment with a focus on ethical conduct and

Qualifications

• 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.

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 and understand their financial goals.
• Drive acquisition of new clients and grow assets under management (AUM).
• Collaborate with marketing and product teams to execute targeted campaigns.
• Ensure strict adherence to regulatory requirements and internal policies.

Education

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

Job description

1011 United Overseas Bank Ltd seeks a dynamic leader for Wealth Management to guide a team of Client Advisors, deepen relationships with high-net-worth clients, and drive growth in assets under management. You will collaborate with product and marketing teams while upholding strict regulatory and governance standards.

The ideal candidate has 5+ years in wealth management, relevant accreditations, and a proven ability to lead in a fast-paced banking environment with a focus on ethical conduct and