Senior Investment Advisor-Fixed Income

FICC – Fixed Income & Treasury Mkt, Investment Services, Private Banking
Hong Kong
Posted 1 year ago
We are currently seeking a high caliber professional to join our department as Senior Investment Advisor – Fixed Income.

Principal responsibilities:

  • Assist in providing daily global commentary and advisory services for Private Banking, Retail Banking and Wealth Management units and Corporate Wealth Management
  • Conduct global markets research, in particular fixed income securities research and analysis to facilitate customers’ understanding of the fundamentals and risks of the securities
  • Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function
  • Keep abreast of the market practice and the latest development of investment markets


  • University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
  • Over 10 years’ experience in investment advisory service or private banking, with good knowledge of global markets and investment products
  • Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • High level of customer centricity mindset with dedication to deliver exceptional

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