Head Portfolio Management

1 month ago

Toronto, Canada UBS Full time

Canada
- Product Management and Development
- Global Wealth Management

**Job Reference #**
- 285531BR

**City**
- Toronto

**Job Type**
- Full Time

**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
- 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

**Your Career Comeback**

**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?

**How we hire**

**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?

**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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