Senior Private Bank Portfolio Strategist

United Overseas Bank; Singapore; Presencial; SGD 120 000 - 180 000; Tempo integral

Resumo da oferta

United Overseas Bank Limited (UOB) in Singapore is seeking a Portfolio Strategist to provide strategic investment advice, portfolio construction expertise, and market insights to Private Bank clients and Senior Client Advisors.

You will partner with Relationship Managers, Investment Advisors, Product Specialists, and the CIO team to deliver holistic wealth management solutions for HNW and UHNW clients, translating views into tailored recommendations.

Responsabilidades

• Develop customized investment portfolios aligned to clients' financial goals, investment horizons, liquidity needs, and risk tolerance.
• Recommend strategic and tactical asset allocation across equities, fixed income, alternatives, structured products, and multi-asset solutions.
• Conduct portfolio reviews and identify opportunities to improve portfolio diversification, risk-adjusted returns, and overall positioning.
• Monitor portfolio performance and provide timely rebalancing recommendations in response to changing market conditions.
• Interpret and communicate the CIO's house views, macroeconomic outlook, and investment themes to clients and Senior Client Advisors (SCAs).
• Analyze global market developments, economic trends, and geopolitical events to assess portfolio implications.
• Formulate investment strategies and tactical opportunities across asset classes and sectors.
• Produce investment commentaries and portfolio recommendations for client discussions.
• Participate in client meetings alongside Senior Client Advisors (SCAs) to present investment strategies and portfolio recommendations.
• Build credibility and trusted advisor status with sophisticated HNW and UHNW clients.
• Articulate complex investment concepts in a clear and compelling manner.
• Support client acquisition and retention through differentiated investment advice.
• Partner closely with Senior Client Advisors (SCAs) to identify investment opportunities and address client needs.
• Work with product specialists to evaluate investment solutions and ensure suitability for clients.
• Collaborate with Investment Advisors, Treasury, and Capital Markets teams on bespoke client solutions.
• Support internal training initiatives by sharing market insights and investment knowledge.

Descrição da oferta de emprego

United Overseas Bank Limited (UOB) in Singapore is seeking a Portfolio Strategist to provide strategic investment advice, portfolio construction expertise, and market insights to Private Bank clients and Senior Client Advisors.

You will partner with Relationship Managers, Investment Advisors, Product Specialists, and the CIO team to deliver holistic wealth management solutions for HNW and UHNW clients, translating views into tailored recommendations.