SVP - PB Portfolio Strategist
UOB · Central Region (City Area)
Full-timeonsiteexecutiveFinancePrivate BankingPortfolio StrategyWealth ManagementAsset AllocationUOB
รายละเอียดงาน / Description
Based in Singapore, this senior role involves delivering strategic investment guidance and portfolio construction expertise to Private Bank clientele and advisors. The successful candidate translates institutional market views into bespoke multi-asset strategies tailored for high-net-worth investors. Working alongside product specialists and advisory teams, you will champion robust risk governance and elevate client portfolio performance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Build bespoke investment allocations reflecting individual client objectives, liquidity requirements, and risk parameters
- Advise on strategic and tactical asset allocation across equities, fixed income, alternatives, and structured products
- Translate CIO macroeconomic views and house themes into clear market insights and investment strategies
- Join client meetings with senior advisors to present detailed investment frameworks and portfolio recommendations
- Partner with product desks, treasury, and capital markets teams to structure suitable client solutions
- Ensure all portfolio proposals adhere to regulatory suitability frameworks and internal risk policies
คุณสมบัติ / Qualifications
- Demonstrated expertise in portfolio construction and asset allocation within private banking or wealth management
- Extensive knowledge of multi-asset investment vehicles, structured investments, and alternative assets
- Proven capability to communicate complex financial concepts directly to ultra-high-net-worth individuals
- Strong track record in investment strategy, client engagement, and portfolio advisory
- Solid understanding of regulatory governance, investment suitability, and fiduciary duties
- Collaborative mindset with proven relationship management and stakeholder engagement skills
ทักษะที่ต้องการ / Required skills
- Portfolio Construction
- Asset Allocation
- Wealth Management
- Private Banking
- Investment Strategy
- Client Advisory
- Risk Management
- Market Analysis