Vice President FVP Senior Team Head Privilege Banking (Onshore)

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 75,000 - 100,000; Full time

Job summary

A leading bank in Asia is seeking a Client Advisor Team Leader in Singapore. The role requires effective leadership and team coaching, helping clients achieve their financial goals through tailored wealth management solutions. Candidates must possess a bachelor's degree in a related field and relevant certifications, alongside a proven track record in wealth management. This position offers an engaging environment focused on compliance and client satisfaction.

Qualifications

• 5+ years of experience in wealth management and leadership roles.
• Strong understanding of investment products and wealth strategies.
• Professional certifications like CFP or CWM are advantageous.

Responsibilities

• Lead and coach a team of Client Advisors for sales excellence.
• Build relationships with high-net-worth clients.
• Drive acquisition of new clients and grow assets under management.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Leadership skills

Client relationship management

Financial market understanding

Excellent communication skills

Interpersonal skills

Education

Bachelor's degree in Finance or Business Administration

Job description

About UOB

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 in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years.

Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

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.

Additional Requirements

CMFAS HI

• Certificate in Health Insurance
• Singapore, CMFAS M1B
• Rules and Regulations for Dealing in Securities (Non SGX-ST members)
• Singapore, CMFAS M5
• Rules & Regulations for Financial Advisory Services
• Singapore, CMFAS M6A
• Securities and Futures Product Knowledge
• Singapore, CMFAS M6
• Securities Products and Analysis
• Singapore, CMFAS M8A
• Collective Investment Schemes II
• Singapore, CMFAS M8
• Collective Investment Schemes
• Singapore, CMFAS M9A
• Life Insurance and Investment-Linked Policies II
• Singapore, CMFAS M9
• Life Insurance & Investment-Linked Policies
• Singapore

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate\'s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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