Head, Wealth Advisory
1 week ago
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Head, Wealth Advisory - Private BankingPosting Date: 20 Sep 2024
Location: Singapore (City Area), SG, 048624
Company: United Overseas Bank Ltd
About UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About the DepartmentUOB Private Bank
is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.
- Develop and implement strategies to enhance our investment advisory and foreign exchange in alignment with the bank's overall objectives.
- Build and maintain strong relationships with high-net-worth clients, providing tailored investment solutions and ensuring a superior client experience.
- Oversee risk management practices within the advisory services to ensure compliance with regulatory standards and internal policies.
- Lead, mentor, and guide teams, fostering a collaborative and high-performance culture.
- Organize and participate in client events, working closely with Senior Client Advisors (SCA) to provide product and investment solutions to customers.
- Monitor performance metrics, prepare reports for senior management, and provide insights for continuous improvement.
- At least 15 years of experience in investment advisory, with a minimum of 10 years in team management.
- Strong knowledge of investment products, foreign exchange, and risk management and other areas related to investment advisory.
- Proven track record in leading large teams and driving business success.
- Exceptional client relationship management skills with experience in high-net-worth client advisory.
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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Head, Wealth Advisory
1 week ago
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