Head Portfolio Management Jobs

Job Reference #

279411BR

Job Type

Full Time

Your role

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

• Work closely with Client Advisors and their clients to help increase Net New Money
• Update quarterly sales materials including writing market commentary
• Responsible for ongoing compliance monitoring including updating the Firm’s Advising Representative Manual
• 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
• Manage and monitor our 3rd party Managed Account Program (MAP)
• Attend client meetings providing subject matter expertise
• Review and sign off on daily trade reports
• Assist the management of a discretionary Structured Products Strategy
• Monitor Performance for all discretionary solutions including calculating composite performance for our Core Strategies
• Lead the Portfolio Management Team at UBS Bank (Canada)
• Design and manage tailor-made multi asset class portfolios for High Net Worth and Ultra High Net Worth clients

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

• License to provide investment advice and execution
• Strong knowledge of Alternative Investment and Structured Products
• A Canadian Securities Course; CFA level 2
• Expertise in Canadian Fixed Income management a plus

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [email protected] or phone +1 855-827-6947, option 2, option 5, option 1.

Your Career Comeback

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