Private Bank Fixed Income Specialist

Responsibilities:

Provide expert advice and guidance to high-net-worth clients on fixed income investment strategies, products, and opportunities.
Develop and maintain strong relationships with clients, understanding their investment objectives, risk tolerance, and income goals.
Conduct in-depth analysis of market conditions, economic trends, and credit risks to identify suitable fixed income investment opportunities.
Recommend and implement tailored fixed income solutions that align with clients' financial goals and risk profiles.
Stay up-to-date with market developments, regulatory changes, and industry best practices related to fixed income investments.
Collaborate with internal teams, including relationship managers, product specialists, and research teams, to deliver comprehensive investment solutions to clients.
Continuously monitor and review fixed income portfolios, assessing performance, and making necessary adjustments to ensure alignment with clients' objectives.
Proactively communicate with clients, providing regular updates on portfolio performance, market insights, and investment recommendations.
Maintain accurate and up-to-date client records, including investment preferences, communication history, and compliance documentation.
Adhere to relevant regulatory requirements and internal policies, ensuring all activities are conducted in compliance with legal and compliance guidelines.

Qualifications:

Bachelor's degree in Finance, Economics, or a related field.
Minimum 5-10 years of experience in fixed income advisory or portfolio management, preferably within a private banking or wealth management environment.
Proven track record of successfully advising high-net-worth clients on fixed income products and strategies.
Strong knowledge of global fixed income markets, including government bonds, corporate bonds, municipal bonds, and other fixed income instruments.
Native Mandarin language skills are essential, with fluency in English and Cantonese considered a bonus.
Excellent communication and presentation skills, with the ability to effectively convey complex financial concepts to clients.
Analytical mindset with strong problem-solving abilities and attention to detail.
Professional certifications such as CFA or equivalent qualifications are highly desirable.
Familiarity with regulatory requirements governing fixed income investments in Hong Kong.

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