Strategic Wealth & Investment Leader

UOB; Kuala Lumpur; Hybrid; MYR 300,000 - 550,000; Full time

Job summary

United Overseas Bank (Malaysia) Berhad seeks a Head of Investment Strategist to lead strategic wealth advisory, client engagement, and product solutions across funds, bonds, and structured investments. The role emphasizes portfolio oversight, analytics, and market-driven guidance within a hybrid Kuala Lumpur setting.

Lead a team of wealth strategists and RMs, delivering robust investment roadmaps, while ensuring regulatory compliance and ethical standards in a dynamic market environment.

Qualifications

• Strong knowledge of investments and portfolio management.
• Experience in wealth protection and legacy planning.
• Understanding of macroeconomics and market trends.

Responsibilities

• Strategic Wealth Advisory: design and deliver comprehensive wealth strategies with analytics and asset allocation.
• Client Engagement & Acquisition: lead high-impact client conversations and drive new-to-wealth growth.
• Product & Solutions Advisory: collaborate with product teams to tailor wealth solutions across funds, bonds, structured investments, FX and protection.
• Portfolio Management: monitor, rebalance, and communicate with clients during volatility using advisory tools.
• Revenue & Growth: drive wealth product penetration and revenue growth across target segments.
• Risk & Governance: ensure regulatory compliance and ethical advisory practices.

Skills

Investments

Portfolio Mgmt

Wealth protection

Legacy planning

Macro trends

Job description

United Overseas Bank (Malaysia) Berhad seeks a Head of Investment Strategist to lead strategic wealth advisory, client engagement, and product solutions across funds, bonds, and structured investments. The role emphasizes portfolio oversight, analytics, and market-driven guidance within a hybrid Kuala Lumpur setting.

Lead a team of wealth strategists and RMs, delivering robust investment roadmaps, while ensuring regulatory compliance and ethical standards in a dynamic market environment.