Officer, Fixed Income

Leadingnation; Hong Kong; On-site; HKD 390,600 - 558,000; Full time

Job summary

Leadingnation in Hong Kong is looking for a qualified Officer, Fixed Income to join their team, enhancing business growth through efficient execution of regulatory activities. Responsibilities include accurately processing fixed income instruments and supporting client inquiries regarding investment products.

The ideal candidate holds a Bachelor's degree in Finance or similar, has relevant SFC licenses, and 1-3 years experience in fixed income or wealth management.

Candidates should be proficient in Bloomberg and Excel and possess strong English and Chinese language skills.

Qualifications

• 1-3 years of experience in fixed income dealing, fund operations, or wealth management support.
• Holder of relevant SFC regulated activity licenses (Type 1 required).
• Excellent command of spoken and written English and Chinese.

Responsibilities

• Execute transactions for fixed income instruments and Unit Trusts accurately.
• Handle daily operational workflows for investment products.
• Support clients with inquiries regarding fixed income and UT products.
• Assist in Product Due Diligence and onboarding processes.
• Support senior management on client portfolio reporting.

Skills

Fixed income knowledge

Wealth management understanding

Bloomberg Terminal

MS Excel

Client support skills

Regulatory compliance

Education

Bachelor’s degree in Finance, Economics, Business Administration

Job description

Introduction

We are looking for a qualified Officer, Fixed Income to join our team, supporting the execution of regulated activities and ensuring operational excellence. The role works closely with senior management to contribute to business growth. Knowledge of fixed income and wealth management, as well as exposure to AI applications or workflow automation, is an advantage.

Job Responsibilities

• Multi-Product Execution: Execute transactions for fixed income instruments (including government bonds and corporate bonds) and Unit Trusts (UTs) accurately and efficiently in accordance with regulatory requirements.
• Product Operations & Dividend Management: Handle daily operational workflows for investment products, including fund subscription/redemption, settlement coordination, and monthly fund dividend distribution processes.
• Client & Product Support: Handle client inquiries regarding available fixed income and Unit Trust (UT) products; provide relevant product updates and suitable investment options/alternatives based on clients' specific requirements and risk profiles.
• Product Due Diligence (PDD): Assist in Product Due Diligence (PDD) and onboarding processes for both fixed income and UT products, including conducting risk assessments and maintaining updated product documentation (e.g., bond offering circulars, fund prospectuses).
• Ad-hoc Duties: Support senior management on client portfolio reporting, and other compliance or operational assignments.

Requirements

• Education: Bachelor’s degree or above in Finance, Economics, Business Administration, or a related discipline.
• Qualifications: Holder of relevant SFC regulated activity licenses (Type 1 is required).
• Experience: 1–3 years of experience in fixed income dealing, fund operations, or wealth management support. Candidates with less experience but possessing a strong understanding of investment products are also welcome to apply.
• Technical Skills: Proficient in Bloomberg Terminal and standard MS Office applications (especially MS Excel for data handling, e.g., utilizing formulas for monthly dividend reconciliation or data matching).
• Languages: Excellent command of spoken and written English and Chinese (including Cantonese and Mandarin).
• Key Attributes:
  • Meticulous, number-sensitive, and compliance-minded.
  • Proactive team player with a positive, "can-do" attitude.
  • Resilient, adaptable, and composed in a fast-paced environment.

If you are looking for growth and opportunities, please e-mail a full resume with present salary (if any) and expected salaryto our Personnel & AdministrationDepartment, Phillip Securities Group or by clicking Apply Now.

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