DPM Portfolio Manager, VP

Description

• The Client-Facing Product & Solutions Specialist will be an integral part of the discretionary portfolio management (DPM) team. They assist the Sales, Structuring and Product Management teams, as relevant, in the delivery of financial products and services, as well as financing solutions to clients, where applicable. The Client-Facing Product & Solutions Specialist will also conduct product selection, specifically selecting investment opportunities aligned with market events and customer trends. They are responsible for promoting and explaining the characteristics of their products to Sales and the bank’s clients, working alongside non-client facing product management roles as required.
• Internally, they organize meetings with the salesforce to promote new and existing products. Externally, they will take part in client meetings to detail product opportunities and rationale within the market context. The role encompasses a variety of tasks, for example analyzing and selecting securities that will address clients' needs, working alongside the Sales, Coverage and / or Portfolio Management teams, as relevant, representing the strategy / solution / product at client meetings and educating other client-facing staff on the attributes and benefits of the securities / products they are proposing. The Client-Facing Product & Solutions Specialist may have targets based on portfolio performance, revenue, client interactions and / or other measures.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,

Your key responsibilities

Your skills and experience

How we’ll support you