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Fixed Income Advisory (Wealth Management)

Webbe International
Hong Kong, Hong Kong
Closing date
Mar 28, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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

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