Senior VP / VP, Discretionary Portfolio Manager, Private Bank

Employer
United Overseas Bank
Location
Singapore, Singapore
Salary
Competitive
Posted
May 08, 2021
Closes
May 23, 2021
Ref
10950354
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Posting Date: 07-May-2021

Location: Singapore, SG

Company: United Overseas Bank Limited

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.

About the Department
UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.

Be a part of 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.

Job Responsibilities
  • Portfolio manager for the Equity related strategies within the DPM team.
  • Selects and constructs Global Equity model portfolio with a biased towards US market using both direct equities and funds/ETF.
  • Stays actively aware of developments in macro trends and various drivers of individual stock positions.
  • Contributes to asset allocation decision, hedging ideas and deployment of derivatives to manage portfolio risk/reward and alter payoff structure of strategies.
  • Implements and rebalances strategy across accounts whenever necessary.
  • Manages and reviews bespoke and highly customized portfolios for Ultra-High-Net-Worth and Family Offices (including cash management and hedging solutions etc.)
  • Effectively and convincingly communicates (internally and externally, in writing and verbally) about equity strategy in a multi-asset-class framework.
  • Work closely with mandate sales team in acquiring, retaining and pitching discretionary mandates.
  • Plays an active role in developing and enhancing the mandate product shelf to ensure that Equity related investment offerings are current and relevant to client needs.


Job Requirements
A. Personal and Social
  • Communicates complex market views and ideas in a concise and convincing manner.
  • Excellent communication + presentation skills in English (fluency in Business mandarin is a definite plus.)
  • Ability to be flexible and think out of the box to meet clients various investment needs.
  • Independent and willing to help with AUM gathering work.
  • Able to multi task with competing demands at work and is careful with trades.
  • Excellent people skills, high-impact and confident presence with strong sales + negotiation skills, client-focused and performance-oriented team player.


B. Professional and Technical
  • 6-15 years experience in a relevant role with Equities focus.
  • Preferably a broad and deep understanding of financial instruments + markets (CFA certification is a definite plus)
  • Extensive experience managing equities or multi asset class portfolios throughout a full business cycle
  • Strong and consistent track record oriented.

Similar jobs

Similar jobs

  • You need to sign in to save