Head - PDM - Investment Management - Content Management - UBS Wealth Management - Singapore

Job description

The successful candidate will be responsible for the development of our fund platform for both our advisory and discretionary business. He/she will work closely with the global functions, local sales teams as well as fund providers to ensure timely delivery of high-quality solutions, thereby contributing towards local sales results. Heading up the local PDM team of two, he/she will also be responsible to ensure compliance with the bank's internal standards and processes for all fund related aspects. The role offers a great opportunity to gain a comprehensive understanding of the funds business encompassing the entire front-to-back value chain as well as investment related topics.

Key tasks and responsibilities include:

Product Management & Development

Closely collaborate with internal/ external stakeholders to source/ develop new ideas
Drive on-boarding of new funds including coordination of new business cases (where required)
Ensure high quality for relevant fund data in various internal systems (ie subscription process)
Organise Local Fund Committees for HK and SG and follow through on action points

Pipeline

Drive/coordinate fund pipeline for the APAC region for both discretionary & advisory business and ensure priorities are established.
Pro-actively update key stakeholders including global functions on pipeline changes and status.
Provide input to various discussion/decision forums (e.g. fund sales meetings)

Fund partnership

Act as point of contact for fund houses into UBS WM HK/SG
Initiate and maintain local distribution agreements in close cooperation with global functions

Hedge Fund platform

Maintain/enhance the HF platform for HK/SG.
Build out the Hedge Fund offering with focus on single managers in close cooperation with the global hedge fund team
Act as local contact point for run-the-bank/process related questions

Risk Management

Ensure compliance with internal control standards for APAC region in close cooperation with global functions
Support regulatory/ cross-border projects as a subject matter expert in funds
Mitigate operational risk through systematic documentation for all relevant processes
Ensure adequate product risk assignment of funds in line with the bank's suitability framework

Desired Skills and Experience

Our ideal candidate should meet the following prerequisites:

7+ years experience in the fund industry
Process & investment know-how/ experience in funds
Strong interest in regulatory developments
Strong communication skills and ability to coordinate across functions/locations
Planning and organizing skills allowing to set priorities and work under tight timelines
Analytical in nature and practical in execution; attention to detail
Can-do attitude; willingness to learn
Will need to liaise with Mandarin/Cantonese speaking colleagues/clients
Proficient use of MS Excel; Bloomberg, Morningstar an advantage

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