DPM Portfolio Manager

Reposted 3 Days Ago
Be an Early Applicant
21 Locations
In-Office
Senior level
Financial Services
The Role
Manage equity portfolios, select global equity models, allocate assets, communicate strategies, and enhance investment offerings for high-net-worth clients.
Summary Generated by Built In

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.

Job Description

Senior Vice President, United Overseas Bank Ltd
Portfolio manager for the Equity related strategies within the DPM team.
 Selects and constructs Global Equity model portfolio, with Asia and Europe being primary coverage
 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.

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

  • 10-15 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.
  • Solid knowledge of derivatives, derivative strategies and their use in structured products (for leverage, optimization and risk management)

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore

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

Top Skills

Cfa Certification
Derivatives
Equity Strategies
Financial Instruments
Multi-Asset-Class Portfolios
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.



Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Similar Jobs

PwC Logo PwC

Managed Services - Test Data Management (Delphix) Analyst - Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
45 Locations
370000 Employees
77K-202K Annually

Samsara Logo Samsara

Enterprise Account Executive

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
IA, USA
4000 Employees
195K-278K Annually

CrowdStrike Logo CrowdStrike

Software Engineer

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
26 Locations
10000 Employees
120K-180K Annually

CrowdStrike Logo CrowdStrike

Product Manager

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
38 Locations
10000 Employees
140K-215K Annually

Similar Companies Hiring

Yooz Thumbnail
Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
Aimargues, FR
470 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account