Private Bank Fixed Income Sales Expert

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

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.