Privilege Banking Team Head
Job Summary
The Privilege Banking Team Head will lead a team of Client Advisors to provide exceptional wealth management services to high net worth clients. This role involves overseeing portfolio management, team performance, and profitability while maintaining strong internal and external stakeholder relationships. The successful candidate will represent the organization in industry events and ensure full compliance with financial sector regulations.
Responsibilities
- Manage and lead Client Advisor team
- Oversee portfolio management and profitability
- Maintain stakeholder relationships
- Ensure regulatory and policy compliance
Required Skills
- 10+ years relationship management experience
- IPPC and FIMM certification
- Strong leadership and motivation skills
- Excellent communication proficiency
Job Details
Responsibilities:
- Managing a team of Client Advisors to provide excellent service to high net worth clients.
- Ensuring that all members of the team can effectively manage their portfolios according to established standards & KRAs.
- Overseeing the performance of the group in terms of profitability, quality and effectiveness.
- Keeping strong ties with internal stakeholders, including credit risk control, operational teams, marketing, and customer contact centers.
- Supporting the execution of the organization's Wealth Management plan.
- Acting as the face of UOB at industry gatherings and conferences related to wealth management.
- Adhering to all applicable rules, legislation, and directives given out by government agencies overseeing the financial sector.
Requirements:
- At least 10 years of experience in relationship management, preferably in the corporate banking sector.
- Have IPPC and FIMM certification.
- Experience in dealing with high net worth individuals and families would be considered an asset.
- Excellent leadership skills, ability to motivate staff and drive performance.
- Strong communication and interpersonal skills.
- Proficient in English language.
- Good knowledge of MS Office applications.
- Sound understanding of the banking environment, products and services offered.
- Ability to build long term relationships with both internal and external stakeholders.