Head Portfolio Management

4 weeks ago

Toronto ON, Canada UBS Full time

Business Divisions

Global Wealth Management

Your role

Do you have experience in Alternative Investment and Structured Products? We're looking for you to:

- lead the Portfolio Management Team at UBS Bank (Canada)
- be a Member of the Local Investment Committee with specific duties of updating the Tactical Asset Allocation for our Core Portfolios based on CIO's Recommendations
- design and manage tailor-made multi asset class portfolios for High Net Worth and Ultra High Net Worth clients
- work closely with Client Advisors and their clients to help increase Net New Money
- attend client meetings providing subject matter expertise
- assist the management of a discretionary Structured Products Strategy
- monitor Performance for all discretionary solutions including calculating composite performance for our Core Strategies
- manage and monitor our 3rd party Managed Account Program (MAP)
- update quarterly sales materials including writing market commentary
- responsible for ongoing compliance monitoring including updating the Firm's Advising Representative Manual
- review and sign off on daily trade reports

Function Category

Product Management and Development

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Your team

You'll be working in the Toronto team. You'll play an important role in our delivery of tailor-made client services and become a trusted client account manager for the wealthiest families.

You'll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey

Your expertise

- strong knowledge of Alternative Investment and Structured Products
- expertise in Canadian Fixed Income management a plus
- License to provide investment advice and execution
- a Canadian Securities Course; CFA level 2

About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Your Career Comeback

We are open to applications from career returners. Find out more about our program on .

How we hire

This role requires an assessment on application. Learn more about how we hire:

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