The Personal Wealth Team Head will lead and manage a team of Wealth Relationship Managers, driving the achievement of sales targets and ensuring exceptional wealth management solutions for high-net-worth individuals
Job Summary
The Personal Wealth Team Head will lead and manage a team of Wealth Relationship Managers, driving the achievement of sales targets and ensuring exceptional wealth management solutions for high-net-worth individuals.
The role involves developing strategic plans to grow the client base, monitoring team performance, and ensuring full compliance with internal policies and regulatory requirements.
UOB is an equal opportunity employer committed to building long-term relationships and delivering outstanding client service within a dynamic and fast-paced environment.
Matching Summary
The Personal Wealth Team Head will lead and manage a team of Wealth Relationship Managers, driving the achievement of sales targets and ensuring exceptional wealth management solutions for high-net-worth individuals.
Skills & Requirements
Must-have
Wealth management sales leadership
Client portfolio acquisition and retention
Compliance with financial regulations
Team performance monitoring and coaching
Financial product knowledge
Client-centric service delivery
Nice-to-have
Strategic planning for client growth
Cross-department collaboration
Handling escalated client issues
Market trend analysis
Strong interpersonal and negotiation skills
Key Requirements
Bachelor's degree in Business Administration, Finance, Economics or related field
Minimum 4 years experience in wealth management or financial advisory
MBA or professional certifications (CFA, CFP) highly preferred
CMFAS certifications including M5, M8, M8A, M9, M9A, RES5, HI