Fixed Income Advisory

Raffles Family Office; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Raffles Family Office is seeking a seasoned Fixed Income Investment Advisor to collaborate with the CIO, delivering informed market insights and investment recommendations to our private banking team in Hong Kong.

The role requires ~5 years in fixed income advisory, a finance-related degree, and a preference for IC license experience. Strong communication and analytical skills are essential for evaluating opportunities across bonds and credit markets.

Qualifications

• Bachelor's degree in finance-related field.
• Approximately 5 years of relevant fixed income experience.
• IC license experience preferred.
• Strong knowledge of fixed income products and markets.

Responsibilities

• Work with the CIO to develop fixed income investment views, strategies and recommendations.
• Provide fixed income investment advice and market insights to Relationship Managers and the investment team.
• Identify and evaluate opportunities across government bonds, investment-grade bonds, high-yield bonds and other fixed income instruments.
• Monitor global fixed income markets, interest rate movements, credit spreads and macroeconomic developments.
• Prepare research reports, market updates and investment presentations for internal stakeholders.
• Assess investment opportunities based on credit quality, valuation, yield, duration, liquidity and risks.
• Present investment ideas and respond to enquiries from Private Bankers and Portfolio Managers.
• Support the CIO in formulating and communicating fixed income market outlooks and strategies.

Skills

Fixed income

Analytical skills

Communication

Presentations

Bilingual EN/CN

Education

Bachelor's degree in Finance, Economics, Business or related

Job description

Raffles Family Office is a leading multi-family office providing holistic wealth and family governance solutions to ultra-high-net-worth families across Asia and beyond. Our platform spans independent asset management, advanced wealth solutions, fund services, and risk & resilience advisory, allowing us to support families across generations with depth, discretion, and independence.

Headquartered in Hong Kong, with offices in Singapore, Taipei, Shanghai, and Beijing, Raffles Family Office is built on a people-first culture that values entrepreneurship, collaboration, and long-term professional growth.

Key Responsibilities

• Work closely with the CIO to develop fixed income investment views, strategies, and recommendations.
• Provide fixed income investment advice and market insights to Relationship Managers and investment team.
• Identify and evaluate investment opportunities across government bonds, investment-grade bonds, high-yield bonds, and other fixed income instruments.
• Monitor global fixed income markets, interest rate movements, credit spreads, and macroeconomic developments.
• Prepare research reports, market updates, and investment presentations for internal stakeholders.
• Assess investment opportunities based on credit quality, valuation, yield, duration, liquidity, and associated risks.
• Present investment ideas and respond to investment-related enquiries from Private Bankers and Portfolio Managers.
• Support the CIO in formulating and communicating fixed income market outlooks and investment strategies.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Approximately 5 years of relevant experience in fixed income investment advisory, investment counselling, or credit research.
• Investment Counsellor (IC) experience within private banking or wealth management is highly preferred.
• Strong knowledge of fixed income products, credit fundamentals, bond valuation, and financial markets.
• Ability to independently analyse investment opportunities and communicate recommendations effectively to investment professionals.
• Relevant SFC license for Type 1, Type 4, and Type 9 regulated activities are preferred, or eligibility to obtain the required license.
• Strong analytical, interpersonal, and presentation skills, with the ability to work closely with senior investment professionals.
• Fluent in English and Chinese (Mandarin and Cantonese), both spoken and written, with the ability to communicate effectively with clients, counterparties, and stakeholders across the region.