Fixed Income Advisory (wealth Management)

Hong Kong, Hong Kong
Last update 2024-04-15
Expires 2024-05-15
ID #2099272189
Fixed Income Advisory (wealth Management)
Hong Kong, Hong Kong,
Modified April 3, 2024


  Position Purpose Attend to RMs queries in a timely and professional manner Work with ICs/RMs/Market Advisors to help them prepare client meetings/client calls/portfolio reviews Prepare tailor-made fixed income/structure products solutions at RMs’ request  Participate to Fixed Income recommendation lists elaboration and product due diligence  Ensure that all product documentation & presentation is compliant with WM internal guidelines and selling process  Deliver of an efficient and reputable dealing service on cash bonds and FI derivatives  Assist with Portfolio Construction Key Responsibilities Provide timely updates to RMs, actively screen for new ideas (bonds or structured products) in conjunction with outlook.

Generate and develop investment ideas on various fixed income instruments and the related structured products that meet clients’ investment objective and risk preference Help monitor new issue blotters and coordinate with compliance on regular checking Ensure error free dealing flow on fixed income area   Competencies (Technical / Behavioral) 7 to 15 of experience in fixed income Fluent in English, Mandarin Dealing and advisory of bonds and FI structured products VP to Director or ED  

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Fixed income advisory (wealth management)

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