Fixed Income Specialist

We are seeking a Fixed Income Specialist to join our team in Hong Kong. As a member of the Fixed Income Specialists Asia team, you will be responsible for selecting and identifying fixed income product ideas with a focus on broad client impact and positive investment returns.

Your Challenge

• Contribute to the strengthening of the team spirit and foster a collaborative work environment
• Motivate and provide guidance/feedback to other team members to improve overall performance
• Select and identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns
• Provide regular updates and active lifecycle management on such recommendations
• Support and participate in client outreach events, internal meetings, and internal sales initiatives
• Build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services

Your Profile

• University degree holder or above with 5-8+ years of experience in fixed income product specialist roles within private banking, wealth management, asset management, or investment platforms
• Strong understanding of portfolio construction, asset allocation, and the role of fixed income investments within diversified client portfolios
• Demonstrated ability to communicate complex investment concepts effectively to clients, relationship managers, and investment professionals
• Excellent presentation, stakeholder management, and relationship-building skills
• Strong analytical, writing, and investment research capabilities
• Language Skills: English, Mandarin, and Cantonese
• Certified Private Wealth Professional (CPWP) certification preferred
• HKMA/SFC licensed representative

Regulatory Responsibilities

• Meet all legal, regulatory, and compliance standards/requirements
• Adhere to the standards and expectations outlined in the relevant user manuals and guidelines

Benefits

• Competitive salary
• Opportunity to work with a leading global wealth management organisation

MRC IN-SCOPE POSITION

This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous and/or current employers (Authorized Institutions) covering the past seven years.