Investment Advisory (Fixed Income focus)

Investment Advisory (Fixed Income focus)

Kelly Services Hong Kong Ltd
Hong Kong
8-11 years
Not Specified

Job Description


Job Description :
Kelly’s Snapshot
A wonderful opportunity for experienced Investment Advisory professionals to join a reputable regional bank.
Company Profile
Our client is a well-established reputable regional bank in Hong Kong, providing extensive banking and financial services to client across the world. They have strong presence and resources covering local market and Greater China regions. Due to business needs, they are currently looking for an experienced Investment Advisory to join their team.
Exciting new role for you
You will be providing fixed income advice and constructive recommendations to relationship managers and high net worth clients. You will be maintaining fixed income recommendation lists and proactively monitor the credit fundamentals of bond issuers to ensure that issues with credit deterioration are promptly highlighted to Bank stakeholders. You will be performing product due diligence and assess risk ratings for fixed income in adherence to the Bank's policies and procedures and in compliance with the requirements of the Regulators.
Requirements
  • Bachelor’s degree holder with a minimum of 8 years’ product advisory experience (preferable with Fixed Income products in banking industry)
  • Passed HKSI Paper 1, 7, 8 or equivalent and Holder of relevant professional qualifications and CFA is an advantage.
  • Good presentation and interpersonal skills, with experience of cross departmental projects.
  • Sound knowledge of investment products, including familiarity with different asset/fund types such as equity, fixed income, property, cash and multi-asset
  • Self-motivated, Detail-oriented with great analytical and communication skills
  • Proficiency in both spoken and written English and Chinese, fluency in Putonghua

Rewards
You will be working at a fast growing and high performing team with great career progression. You will be eligible for attractive base salary and discretionary bonus.
Action Now
Please send your CV to [Confidential Information] and call Ruby Lau at +852 2281 0060 to have a confidential discussion about this role and other exciting opportunities with you.

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