Fixed Income Specialist (Quezon City)

Union Bank of the Philippines; Hinoba-an; Hybrid; PHP 900,000 - 1,500,000; Full time

Job summary

Union Bank of the Philippines is seeking a Fixed Income Specialist-UFSI to join the Wealth Management team in Quezon City. The role focuses on executing and governing fixed income transactions, delivering market insights, and expanding the fixed income product suite.

You will work with sales and risk teams to ensure compliance, onboard new securities and counterparties, and provide actionable ideas for the sales desk. A 3+ year background in fixed income and Bloomberg proficiency are preferred.

Qualifications

• 3+ years of fixed income industry experience.
• Regulatory certifications preferred (SEC Fixed Income, BAP Treasury Certification, etc.).
• Experience using Bloomberg or similar platforms for fixed income trade execution.

Responsibilities

• Ensure seamless execution, booking and reporting of fixed income transactions with compliance to external regulation and internal guidelines.
• Deliver market insights and investment opportunities to the Sales team.
• Maintain relationships with counterparties and manage risk limits with the Risk officer.
• Submit due diligence for existing and new fixed income counterparties.
• Support onboarding of new fixed income securities and counterparties.
• Lead dissemination and tracking of Corporate Actions to sales team and clients.
• Review and improve fixed income order processes.

Skills

Fixed income experience

Analytical skills

Communication

Stakeholder management

Regulatory knowledge

Education

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

Tools

Bloomberg

Job description

3 - 5 Years

Employee

Job Description

Job Title: Fixed Income Specialist-UFSI

Location: UnionBank Square, Libis, Quezon City

Employment Type: Full-time

About the Role

The Fixed Income Specialist is responsible for executing and managing fixed income transactions, delivering market insights and investment opportunities, and supporting the development and governance of fixed income products. The role ensures regulatory compliance, maintains relationships with counterparties, and contributes to process improvements that enhance operational efficiency and client experience within the Wealth Management business.

What You'll Do

• Ensure seamless execution, booking and reporting of fixed income brokerage transactions with strict compliance to external regulation and internal processes and guidelines.
• Remain abreast of fixed income market intelligence, investment strategy and research to deliver actionable trade ideas and investment opportunities to the Sales team.
• Ensure good working relationships with counterparties and work with the Risk officer to ensure that limits for each counterpart are updated and suitable.
• Responsible for submission of due diligence requirements of existing and new Fixed Income counterparties.
• Supports the Fixed Income Product Manager for launching of new fixed income product categories and end-to-end onboarding of new Fixed Income securities and counterparties.
• Leads the dissemination and tracking of Corporate Actions (ex coupons) to sales team and clients.
• Continuously reviews and recommends improvements in fixed income order process.

What We're Looking For

• Bachelor's degree in Economics, Finance, Business, Engineering, or a related field, or at least 3 years of relevant fixed income industry experience.
• Preference to have regulatory certifications ( SEC Fixed Income, BAP Treasury Certification Program, etc.)
• Experience using Bloomberg or similar platforms for fixed income trade execution.
• Strong understanding of financial markets, fixed income products, wealth management, and applicable local regulations.

Strong analytical, communication, and stakeholder management skills with the ability to work independently.

Job Snapshot

Updated Date

28-Aug-2026

Job ID

JOB_968

Department

Sales and Distribution Network