Wealth Management Team Lead for High-Net-Worth Clients

UOB; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

1011 United Overseas Bank Ltd seeks a Wealth Management leader to mentor a team of Client Advisors and deliver high-net-worth client solutions. You will align sales, service, and advisory standards with business goals and regulatory expectations.

Ideal candidates have 5+ years in wealth management, strong markets knowledge, and certifications such as CFP or CWM. You will drive growth, collaborate across product teams, and uphold governance and ethical standards.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• Accreditations: M1B, M5, CM-EIP (M6, M8), CM-SIP (M6A, M8A), M9, M9A and HI.
• 5+ years of wealth management experience, including leadership roles.
• Strong knowledge of financial markets, investment products and wealth strategies.
• Excellent communication, interpersonal and presentation skills.
• Ability to lead through change in a fast-paced environment.
• CFP, CWM or similar certifications are advantageous.

Responsibilities

• Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.
• Build and maintain relationships with high-net-worth clients and provide tailored wealth management solutions.
• Drive acquisition of new clients and grow assets under management.
• Collaborate with marketing and product teams to execute targeted campaigns.
• Ensure compliance with regulatory requirements and internal policies; manage risk.

Skills

Leadership

Client Relationship

Business Development

Regulatory Compliance

Cross-functional Collaboration

Communication Skills

Financial Markets Knowledge

Education

Bachelor’s degree in Finance/Business Admin

Job description

1011 United Overseas Bank Ltd seeks a Wealth Management leader to mentor a team of Client Advisors and deliver high-net-worth client solutions. You will align sales, service, and advisory standards with business goals and regulatory expectations.

Ideal candidates have 5+ years in wealth management, strong markets knowledge, and certifications such as CFP or CWM. You will drive growth, collaborate across product teams, and uphold governance and ethical standards.