Client Portfolio Manager, DPM

About the Opportunity

We are seeking a senior Discretionary Portfolio Management (DPM) Specialist to join our DPM team in Dubai. This role will be pivotal in driving the sales and servicing of our DPM solutions, with a key focus on client engagement, collaborating with our Relationship Managers, and ensuring compliance within the DPM business. The ideal candidate will possess deep knowledge of investment management, a strong track record in selling DPM to Ultra High Net Worth (UHNW) / Family Offices, and is determined to establish DPM as a core offering within our Private Bank in Dubai.

Responsibilities

• Drive the growth of the DPM business by collaborating with Relationship Managers to identify, pitch, and onboard new DPM clients.
• Act as a subject matter expert for our DPM offerings, ensuring that RMs and clients understand the value proposition.
• Provide ongoing after-sales service to DPM clients, ensuring that their portfolios are aligned with their financial goals and risk profiles. Address client queries, conduct periodic portfolio reviews, and maintain high levels of client satisfaction.
• Conduct training sessions and workshops for Relationship Managers to enhance their understanding of DPM products. Equip RMs with the tools and knowledge they need to confidently recommend DPM solutions to clients.
• Act as a liaison between the DPM team and the Private Bank, ensuring that client needs are communicated effectively to portfolio managers. Support the portfolio management team with client feedback and market intelligence.

About You

Skills And Experience:

• Sales of Discretionary Portfolios
• Client Facing Experience
• Multi Asset Investment
• Fixed Income Investment

Eligibility

Qualifications:

Experience: Experience in DPM sales or portfolio management, preferably in a Private Banking context.

Education: University degree in finance, economics, or related. CFA qualification is an advantage.

Technical Skills: Strong knowledge of asset allocation, portfolio construction, risk management, and financial markets.

Mindset: Self-starter with a strong drive to shape and develop the role and deliver required sales results while maintaining excellent collaboration.

About Company

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Benefits

What We Offer:

• In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values-driven organization, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realize their full potential.