FVP, Head of Investment Strategist (PFS)

Syarikat : United Overseas Bank

Jenis Pekerjaan : Sepenuh Masa

Kuala Lumpur (City Area)

Bilangan Pemohon

000+

Mohon Sekarang

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Penerangan Pekerjaan - FVP, Head of Investment Strategist (PFS)

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Strategic Wealth Advisory: Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning, supported by advanced portfolio analytics and asset allocation frameworks.
Client Engagement & Acquisition: Lead high‑impact client conversations, identify growth opportunities and drive new‑to‑wealth acquisition through client events and strategic collaborations.
Product & Solutions Advisory: Partner with strategists, product and specialist teams to deliver tailored wealth solutions across funds, bonds, structured investments, FX and protection, ensuring suitability and alignment with client goals.
Portfolio Management: Oversee portfolio monitoring, rebalancing and proactive client communications, particularly during market volatility, using analytics and advisory tools.
Revenue & Business Growth: Drive wealth product penetration, share of wallet and revenue growth across target segments; contribute to segment strategy and advisory playbooks.
Risk & Governance: Ensure strict adherence to regulatory guidelines, suitability standards and internal frameworks, promoting ethical and responsible advisory practices.
Leadership & Thought Leadership: Coach and mentor RMs and wealth strategists, deliver market briefings and investment outlooks, and represent the bank through internal platforms and external media thought leadership.

Job Requirements

Strong knowledge of investments, portfolio management, wealth protection, legacy planning, macroeconomics and market trends.
Ability to build holistic financial roadmaps and make 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.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

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FVP, Head of Investment Strategist (PFS)

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