Fvp, Head Of Investment Strategist (pfs)

UOB United Overseas Bank Limited

Strong knowledge of investments and portfolio management
Expertise in macroeconomics and market trends
Ability to build holistic financial roadmaps
Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning

Job Summary

  • Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning.
  • Lead high-impact client conversations to drive new-to-wealth acquisition through strategic collaborations.
  • Coach and mentor Relationship Managers while delivering market briefings and investment outlooks.

Matching Summary

Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning.

Skills & Requirements

Must-have

  • Strong knowledge of investments and portfolio management
  • Expertise in macroeconomics and market trends
  • Ability to build holistic financial roadmaps
  • Proven ability to influence cross-functional stakeholders

Nice-to-have

  • Excellent communication and presentation skills
  • Experience coaching and mentoring RMs
  • Thought leadership in external media platforms

Key Requirements

  • Strong knowledge of investments and portfolio management
  • Proven ability to influence cross-functional stakeholders

Work Rights

Not specified

Tailored Resume

Cover Letter