UOB

Senior Team Head - Privilege Banking International (Offshore)

UOB
BusinessCentral Region (City Area)Full-time1 months ago

About the role

AI summarised

Senior Team Head for Privilege Banking International (Offshore) at a bank, leading a team to manage and grow offshore wealth management client relationships, drive business development, and ensure compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

  • Lead and manage a team of relationship managers to achieve business targets and service excellence.
  • Develop and execute strategies to acquire new high-net-worth offshore clients and deepen existing relationships.
  • Oversee portfolio management and provide investment advisory to clients.
  • Ensure compliance with AML, KYC, and other regulatory requirements.
  • Drive cross-border banking solutions and coordinate with internal stakeholders.
  • Monitor team performance, conduct coaching, and foster a high-performance culture.
  • Prepare and present business reports to senior management.

Requirements

  • Degree in Business, Finance, Economics or related discipline.
  • Minimum 10 years of experience in wealth management, with at least 5 years in a team leadership role.
  • Strong knowledge of offshore banking products and cross-border regulations.
  • Proven track record in client acquisition and portfolio growth.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced and dynamic environment.
  • Proficiency in English and Mandarin is preferred.
  • Relevant professional certifications (e.g., CFA, CFP) are an advantage.