Wealth Client Services Lead

UOB (United Overseas Bank); Singapore; Presencial; SGD 90 000 - 130 000; Tempo integral

Resumo da oferta

United Overseas Bank Ltd is seeking a capable People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management, ensuring optimal resource utilization and strong client service delivery.

The role requires 5–7 years in Wealth Management as an ARM, CACS certification, and demonstrated team leadership. You will coordinate cross‑department initiatives, support recruitment, and mentor CAAs in a dynamic bank environment in Singapore.

Qualificações

• Minimum Diploma/Degree holder with 5–7 years minimum prior experience as an Assistant RM (ARM) in Wealth Management.
• CACS Certification (Paper 1 & 2) is required.
• Experience leading a team is a strong advantage.

Responsabilidades

• A People Manager responsible for guiding and coaching Client Advisor Assistants (CAA) and ensuring optimal CAA resource utilization.
• Day-to-day supervisory oversight of CAAs.
• Recruitment and staffing of CAAs with back-ups in consultation with Team Leaders.
• Coordinate across departments to implement and deliver on client commitments.
• Escalate service issues to relevant internal stakeholders and support process improvements.
• Mentor new CAAs and participate in adhoc projects (systems UAT, process improvements).
• Develop contingencies to maintain service during disruption (emergency/leave).
• Optimize existing client servicing processes.

Conhecimentos

People management

Coaching

Team leadership

Wealth management knowledge

Formação académica

CACS Certification (Paper 1 & 2)

Diploma/Degree in Finance or related field

Descrição da oferta de emprego

United Overseas Bank Ltd is seeking a capable People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management, ensuring optimal resource utilization and strong client service delivery.

The role requires 5–7 years in Wealth Management as an ARM, CACS certification, and demonstrated team leadership. You will coordinate cross‑department initiatives, support recruitment, and mentor CAAs in a dynamic bank environment in Singapore.