United Overseas Bank

Regional bank offering data-driven financial solutions

Head of Investment Strategist - Pfs

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeKuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaNo salary listedHybrid

About the 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.
Ability to communicate and present complex financial concepts in a clear, accessible way.
Ability to influence through expertise and work effectively with cross-functional stakeholders.

Responsibilities

Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning, supported by advanced portfolio analytics and asset allocation frameworks.
Lead high-impact client conversations, identify growth opportunities and drive new-to-wealth acquisition through client events and strategic collaborations.
Partner with strategists, product and specialist teams to deliver tailored wealth solutions across funds, bonds, structured investments, foreign exchange and protection, ensuring suitability and alignment with client goals.
Oversee portfolio monitoring, rebalancing and proactive client communications, particularly during market volatility, using analytics and advisory tools.
Drive wealth product penetration, share of wallet and revenue growth across target segments; contribute to segment strategy and advisory playbooks.
Ensure strict adherence to regulatory guidelines, suitability standards and internal frameworks, promoting ethical and responsible advisory practices.
Coach and mentor relationship managers and wealth strategists, deliver market briefings and investment outlooks, and represent the bank through internal platforms and external media thought leadership.

Company: 2201 United Overseas Bank (Malaysia) Bhd

About 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

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

About the Company

United Overseas Bank

Regional bank offering data-driven financial solutions

UOB provides financial services to people and businesses across ASEAN through a broad regional network and a single-bank model. It tailors products using data and relationship insights across personal banking, business banking, and wealth management, linking customers to opportunities in the region. Its approach combines an integrated, ASEAN-focused network with a commitment to responsible and sustainable outcomes that support growth. The goal is to help people and businesses in the region grow, while advancing inclusiveness and environmental well-being.

Company size: Not listed
Company stage: IPO
Headquarters: Singapore, Singapore
Founded: 1935

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