Wealth Team Lead for High-Net-Worth Clients

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

UOB in Singapore is seeking a Personal Wealth Team Head to lead a team of Wealth Relationship Managers, drive sales targets, deepen client relationships, and deliver comprehensive wealth management solutions to high-net-worth clients.

The role requires strong leadership, strategic planning, and a client-centric mindset, with oversight of portfolio reviews, compliance, and cross‑functional collaboration with product, operations and risk teams.

Qualifications

• Minimum of 4 years of experience in wealth management, private banking, or financial advisory.
• Strong understanding of a wide range of financial products, including investment instruments, insurance, and wealth planning solutions.
• Leadership, coaching, and team-building skills with the ability to inspire and develop high-performing teams.
• Good communication, interpersonal, negotiation skills, with ability to build rapport with affluent clients and internal stakeholders.
• In-depth knowledge of financial regulations, compliance requirements, and risk management principles within the banking and wealth management industry.

Responsibilities

• Lead, mentor, and motivate a team of Personal Wealth Relationship Managers to achieve and exceed sales targets for wealth management products and services.
• Develop and implement strategic plans to grow the personal wealth client base and deepen existing client relationships.
• Monitor team performance against KPIs and provide regular feedback, coaching, and training to enhance skills and knowledge.
• Oversee the acquisition, retention, and growth of high-net-worth and affluent client portfolios, ensuring a client-centric approach.
• Stay abreast of market trends, economic conditions, and competitor activities to identify new business opportunities and adjust strategies accordingly.
• Ensure full compliance with all internal policies, regulatory requirements, and ethical standards pertaining to wealth management and financial advisory services.
• Collaborate with other departments within the bank to deliver integrated client solutions and seamless service.
• Manage escalated client issues and complaints effectively, striving for positive resolutions and maintaining client satisfaction.
• Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk appetite, and market opportunities.

Skills

Leadership

Client relationships

Sales target achievement

Wealth management knowledge

Regulatory knowledge

Education

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

MBA or CFA/CFP certification (preferred)

Job description

UOB in Singapore is seeking a Personal Wealth Team Head to lead a team of Wealth Relationship Managers, drive sales targets, deepen client relationships, and deliver comprehensive wealth management solutions to high-net-worth clients.

The role requires strong leadership, strategic planning, and a client-centric mindset, with oversight of portfolio reviews, compliance, and cross‑functional collaboration with product, operations and risk teams.