Fixed income Product Sales (Private Bank)

PeopleSearch Limited; Hong Kong; On-site; HKD 600,000 - 1,100,000; Full time

Job summary

PeopleSearch Limited is seeking a Fixed Income Sales professional for its Private Bank team in Hong Kong. The role focuses on providing expert sales support and advisory services to Private banking clients, with emphasis on Fixed Income products.

Key activities include identifying opportunities, assessing client objectives, delivering proposals, and maintaining strong client relationships in a fast-paced wealth management environment.

Qualifications

• University degree or equivalent.
• Qualifications in HKSI are preferred; CFA or CPWP holder would be an advantage.

Responsibilities

• Proactively identifying and presenting Fixed Income product investment opportunities to Private Bank clients.
• Analysing client investment objectives, risk profiles and financial needs to recommend suitable products.
• Preparing and delivering investment proposals and reports to inform client decisions.
• Building and maintaining strong relationships with clients through regular communication and service delivery.
• Collaborating with the Private Bank team to ensure a seamless client experience.
• Staying up-to-date with market trends, regulations and product developments.

Skills

Communication

Interpersonal

Relationship Mgmt

Sales acumen

Education

HKSI

CFA/CPWP advantage

Job description

Fixed income Product Sales (Private Bank)

About the role

This is an exciting opportunity to join the Private Bank team as a Fixed Income Sales professional. In this full-time role based in Hong Kong, you will be responsible for providing expert sales support and advisory services to Private banking clients, with a focus on Fixed Income products.

Key Responsibilities:

Proactively identifying and presenting Fixed Income product investment opportunities to Private Bank clients

Analysing client investment objectives, risk profiles and financial needs to recommend suitable products

Preparing and delivering high-quality investment proposals and reports to inform client decision-making

Building and maintaining strong relationships with clients through regular communication and exceptional service delivery

Collaborating closely with the broader Private Bank team to ensure a seamless client experience

Staying up-to-date with market trends, regulations and product developments to provide cutting-edge advice

Requirements:

University degree or equivalent, with qualifications in HKSI (CFA or CPWP holder would be an advantage)

Minimum 5 years of relevant experience in Fixed Income sales or advisory roles, preferably within the private banking or wealth management industry

Strong understanding of Private Bank products and investment strategies, as well as a keen interest in the financial markets

Excellent communication and interpersonal skills to effectively engage with high-net-worth clients

Proven track record of building and maintaining long-term client relationships

Proficiency in English and Cantonese, with Mandarin language skills an advantage