# Fixed Income Specialist

**Company**: Julius Baer
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong/Fixed-Income-Specialist_r-20117-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/fixed-income-specialist-54c76dae-ceb/

## Description

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.

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- fixed income
- portfolio construction
- asset allocation
- investment research
- stakeholder management
- relationship-building
- analytical skills
- writing skills
- Mandarin
- Cantonese
- English

### Nice to have
- Certified Private Wealth Professional (CPWP)
- HKMA/SFC licensed representative

---

Source: [Apply at juliusbaer.wd3.myworkdayjobs.com](https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong/Fixed-Income-Specialist_r-20117-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
