Fixed Income Specialist, Private Banking

The Role Responsibilities

• Execute trade orders with pricing based on best efforts basis in an efficient and accurate manner
• Provide product due diligence processes for securities sold under current regulatory framework
• Keep up with the latest financial market development and trends including new product features, sales and distribution practices, market trade flows and patterns by continuous learning
• Handle/manage inquiries and offer market information on fixed income products and trade ideas to Relationship Managers and WMPS credit team members in order to support Private, Retail and Commercial Banking businesses
• Promote credit products to RMs/clients on internal/external meetings
• Analyze fixed income bond portfolios based on the investment needs and suitability requirement of clients
• Comply with the governing model according to the Memorandum of Understanding ("MOU") between Financial Markets and Wealth Management as well as internal and external regulatory requirements
• Provide training and disclosure to RM in order to enhance their understanding on credit products and the role of Markets Products Specialist within the Bank on a regular basis

Ideal Candidate Requirements

• University/Graduate degree holder preferred with minimum 10 years of working experience in financial market
• Relevant experience in Private Banking/Investment Banking/Wealth Management fixed income advisory and dealing services will be an advantage
• Strong Project Management and Presentation skills. Ability in presenting to front line and other internal stakeholders, meeting with external clients on investment ideas
• Solid analytical skills and strong communication skills. Fluent in English and Chinese (Both Cantonese and Mandarin) is essential
• To engage in research/due diligent review on bond offering, provide comments/write-up in market update, and evaluation on existing bond portfolio
• Timely investment ideas and engage in risk monitoring exercise to support the Fixed Income Desk's business
• Candidate with less experience will consider as Associate Director
• HKSI LE Papers 1, 7 & 8 or equivalent is preferred