- 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
- 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
- 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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Fixed Income Advisory - Hong Kong, 香港 - Webbe International
描述
Position Purpose
Key Responsibilities
Competencies (Technical / Behavioral)
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