Head of Discretionary Portfolio Management, APAC

Position Purpose

The Head of Discretionary Portfolio Management (DPM), APAC is expected to drive AUM and revenue generation through formulating investment strategies and actively managing and promoting DPM products and services, while maintaining strong risk controls.

• Deepen DPM penetration in client portfolios in line with targets
• Develop strong relationships with all key DPM accounts in APAC
• Increase the productivity of the DPM activity/reporting
• Make direct joint marketing call with Relationship Managers especially for tailor‑made mandates
• Leverage on investment counsellors to promote DPM products
• Provide regular information and updates to RMs about DPM activity and performance during the weekly investment huddles
• Represent APAC at Global Committees
• Formulate marketing and investment strategies in accordance with central DPM guidelines
• Study and develop n...