Head of Wealth Strategy & Portfolio Advisory

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a strategic Wealth Advisor to design holistic wealth strategies for high-net-worth clients. You will lead client conversations, identify growth opportunities and collaborate with product teams to tailor solutions across funds, bonds, FX and protection.

You will oversee portfolio monitoring, rebalancing and proactive client communications, while upholding regulatory standards and ethical advisory practices within a leading ASEAN bank.

Qualifications

• Strong knowledge of investments, portfolio management, wealth protection, legacy planning, macroeconomics and market trends.
• Ability to build holistic financial roadmaps and data-driven forward-looking decisions.
• Excellent communication and presentation skills with the ability to simplify complex financial concepts.
• Proven ability to influence through expertise and work effectively with cross-functional stakeholders.

Responsibilities

• Design and deliver comprehensive wealth strategies covering investments, diversification, legacy and protection planning.
• Lead high-impact client conversations and drive new-to-wealth acquisition.
• Partner with strategists, product and specialist teams to deliver tailored wealth solutions across funds, bonds, FX and protection.
• Oversee portfolio monitoring, rebalancing and proactive client communications.

Skills

Investments

Portfolio management

Wealth protection

Legacy planning

Macroeconomics

Market trends

Communication

Cross-functional collaboration

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a strategic Wealth Advisor to design holistic wealth strategies for high-net-worth clients. You will lead client conversations, identify growth opportunities and collaborate with product teams to tailor solutions across funds, bonds, FX and protection.

You will oversee portfolio monitoring, rebalancing and proactive client communications, while upholding regulatory standards and ethical advisory practices within a leading ASEAN bank.