Fixed Income Advisory (Wealth Management)

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