Personal Wealth Team Head
The Personal Wealth Team Head at UOB will manage a team of relationship managers to drive wealth management sales and client growth. The role involves setting strategy, mentoring the team, ensuring regulatory compliance, and managing high-net-worth client portfolios. Candidates require extensive financial advisory experience and specific Singapore-based regulatory certifications. It is a leadership position focused on client-centric wealth solutions.
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Experience
4+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
The Personal Wealth Team Head at UOB will manage a team of relationship managers to drive wealth management sales and client growth. The role involves setting strategy, mentoring the team, ensuring regulatory compliance, and managing high-net-worth client portfolios. Candidates require extensive financial advisory experience and specific Singapore-based regulatory certifications. It is a leadership position focused on client-centric wealth solutions.
TAL's take
Solid role at a well-known regional financial institution with clear managerial responsibilities.
Clear management scope, specific regulatory certification requirements, and well-defined responsibilities.
Must haves
- Bachelor's degree in Finance, Business, or Economics
- Minimum 4 years experience in wealth management or private banking
- Proven track record of meeting sales targets
- Leadership and team-building skills
- Knowledge of financial regulations and compliance
- CMFAS certification suite (HI, M5, M8A, M8, M9A, M9, RES5)
Tools and skills
Nice to have: cfa, cfp.
About the company
Large established regional bank in Asia, but not a Tier 1 global tech or major fintech company.