SVP - PB Portfolio Strategist
UOB · Central Region (City Area)
Company: 1011 United Overseas Bank LtdAbout UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
Position Summary
The Portfolio Strategist is responsible for providing strategic investment advice, portfolio construction expertise, and market insights to Private Bank clients and Senior Client Advisors (SCAs). The role serves as a trusted investment partner, translating the bank's investment views into tailored portfolio recommendations that align with clients' financial objectives, risk profiles, and market conditions.
The individual will work closely with Relationship Managers, Investment Advisors, Product Specialists, and the Chief Investment Office (CIO) team to deliver holistic wealth management solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Key Responsibilities
Portfolio Advisory & Construction
- 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.
Investment Strategy & Market Insights
- 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.
Client Engagement
- 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 efforts through differentiated investment advice.
Collaboration & Stakeholder Management
- 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.
Risk Management & Governance
- Ensure all portfolio recommendations comply with regulatory requirements, internal policies, and suitability standards.
- Assess portfolio risk exposures, concentration risks, and asset allocation deviations.
- Maintain high standards of documentation and investment rationale.
- Adhere to all compliance, conduct, and fiduciary responsibilities.
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.