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Leading the way in International Banking. We support the people and companies driving investment, trade and wealth creation across Asia, Africa and the Middle East. And our heritage and values are expressed in our brand promise - here for good. See our Brand and Values We are currently looking for Direct Access Client (DAC) Advisory of Wealth Markets Products and Sales (WMPS) with Fixed Income focus. Roles and Responsibilities
Support Head of WMPS HK to develop and manage direct access client business
Manage highly sophisticated trading clients and internal RMs to improve existing products' sales so as to improve client experience and hence, deliver business results
Work closely with Team head and Markets to take necessary actions as to attain business goals
Liaise with Group Wealth Management for business proposition alignment and comply with Group Policies and Standards
Meet with High Net Worth Clients from time to time as a products specialist
Provide timely and regular market intelligence, opportunistic trade ideas and trade execution across multiple asset classes to relationship managers/clients
Carry out day to day business activities for internal and /or client direct supported by the department and team
Build a good relationship with internal and/or external clients that able to generate revenue from clients' trading
Work closely with relationship managers and/or clients for continual enrichment of Fixed Income products knowledge
Work closely with various business partners and clients to achieve best returns in the active portfolio basis
Handle client on-boarding and order execution
Provide market update to internal stakeholders and clients
Comply advisory process for WMPS DAC
Comply with WMPS Dealing System procedure
Assist and lead platform development to improve work efficiency
Provide guidance and back up to the team members where necessary
Work closely with Risk and Control Team to ensure proper functioning of day-to-day controls, periodic monitoring activities and timely resolution of risk issues
Qualifications and Skills
University graduate with solid experience in financial market and investment products
Excellent command of written and spoken English, Chinese and Mandarin
Strong knowledge in Fixed Income products across different asset classes
Strong presentation and interpersonal communication skills
Good in I.T. including Microsoft Excel Macros/VBA and extensive experience in system integration and implementation
Experience of dealing with Bloomberg
Well-versed with SFC & HKMA rules and regulations and extensive experience in dealing with regulatory authorities
Result-oriented with strong initiative and drive to succeed
We are committed to releasing your full potential, allowing you to continue to make a positive contribution. This role could be the next step in your career journey. Apply Now!