Senior VP, Private Bank Portfolio Strategy

UOB; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Zusammenfassung

United Overseas Bank Limited (UOB) is seeking a Portfolio Strategist to serve high-net-worth clients in private banking. You will translate market views into tailored portfolio recommendations and collaborate with relationship managers and the Chief Investment Office (CIO) team to deliver holistic wealth management solutions.

You will develop customized portfolios, monitor performance, and provide strategic asset allocation insights across equities, fixed income, and alternatives.

Aufgaben

• Develop customized investment portfolios aligned to clients' goals, horizons, liquidity, and risk.
• Recommend strategic and tactical asset allocations across equities, fixed income, alternatives, and multi-asset solutions.
• Conduct portfolio reviews and identify opportunities to improve diversification and risk-adjusted returns.
• Monitor performance and provide timely rebalancing recommendations.

Jobbeschreibung

United Overseas Bank Limited (UOB) is seeking a Portfolio Strategist to serve high-net-worth clients in private banking. You will translate market views into tailored portfolio recommendations and collaborate with relationship managers and the Chief Investment Office (CIO) team to deliver holistic wealth management solutions.

You will develop customized portfolios, monitor performance, and provide strategic asset allocation insights across equities, fixed income, and alternatives.