Location: Hong Kong
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Fixed Income Specialist is member of the Fixed Income Specialists Asia team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head of Fixed Income Specialist (Asia & Middle East).
In this capacity, the individual shall select/identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns. The individual shall provide regular updates and active lifecycle management on such recommendations, and support/participate in client outreach events, internal meetings as well as internal sales initiatives.
Further, the individual shall build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients and ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.
The Fixed Income Specialist reports to Head of Fixed Income Specialist (Asia & Middle East).
N.B: For the avoidance of doubt, any reference to function/team in this document refers to Global Asset Class Specialists.
YOUR CHALLENGE
- People management
- Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
- Motivate and provide guidance/feedback to other team members to improve overall performance
- Client management (internal & external)
- Select/identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns
- Regular publication/communication on market updates and fixed income ideas and themes
- Coordinate with fixed income specialist teams in other locations e.g. Zurich Specialists team on the universe and ideas sharing
- Support/participate in client outreach events (i.e. Market Outlook seminars) and internal meetings/sales initiatives (i.e. Morning Meetings)
- Conduct portfolio reviews for clients if/where required
- Regular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant
- Support Relationship Managers in client meetings
- Support team in due diligence process on Fixed Income Securities
Job description provided by Julius Baer.
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