Fixed Income Specialist

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Fixed Income Specialist is member of the Fixed Income Specialists Asia team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head of Fixed Income Specialist (Asia & Middle East).
In this capacity, the individual shall select/identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns. The individual shall provide regular updates and active lifecycle management on such recommendations, and support/participate in client outreach events, internal meetings as well as internal sales initiatives.
Further, the individual shall build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients and ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.
The Fixed Income Specialist reports to Head of Fixed Income Specialist (Asia & Middle East).
N.B: For the avoidance of doubt, any reference to function/team in this document refers to Global Asset Class Specialists.
YOUR CHALLENGE
People management
Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
Motivate and provide guidance/feedback to other team members to improve overall performance
Client management (internal & external)
Select/identify fixed income product ideas with an end-to-end lens and a focus on broad client impact and positive investment returns
Regular publication/communication on market updates and fixed income ideas and themes
Coordinate with fixed income specialist teams in other locations e.g. Zurich Specialists team on the universe and ideas sharing
Support/participate in client outreach events (i.e. Market Outlook seminars) and internal meetings/sales initiatives (i.e. Morning Meetings)
Conduct portfolio reviews for clients if/where required
Regular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant
Support Relationship Managers in client meetings
Support team in due diligence process on Fixed Income Securities
Business management
Support the team’s strategic objectives and operational goals, driving business outcomes and results
Identify, evaluate, and champion investment opportunities and thematic ideas within the Bank's fixed income offerings, translating market insights into actionable recommendations for clients and frontline teams
Produce and distribute timely market commentaries, investment insights, and thematic publications covering fixed income, macroeconomic developments, and portfolio strategy considerations
Regulatory responsibilities &/or risk management
Meet all legal, regulatory and compliance standards/requirements
Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
Personal & social
Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
Strong interpersonal skills, empathic personality, charisma, and power of persuasion
Open and approachable as well as displaying genuine interest in people
Drive for results
Strong ability for planning, organising, and communicating a clear vision
Good judgement and ability to work under pressure
Professional & technical
University degree holder or above and professional background with 5-8+ years of experience in fixed income product specialist roles within private banking, wealth management, asset management, or investment platforms
Ability to identify tactical opportunities for trading oriented clients & support the direct-access business (DAC)
Familiarity with Structured Products and position them for tactical opportunities / portfolio construction
Strong understanding of portfolio construction, asset allocation, and the role of fixed income investments within diversified client portfolios
Demonstrated ability to communicate complex investment concepts effectively to clients, relationship managers, and investment professionals
Excellent presentation, stakeholder management, and relationship-building skills
Strong analytical, writing, and investment research capabilities
Language Skills: English, Mandarin and Cantonese
Certified Private Wealth Professional (CPWP) certification preferred
Regulatory
HKMA / SFC licensed representative
Familiar with regulatory expectations and requirements
Cross border rules and regulations
*MRC IN-SCOPE POSITION
This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years.
MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer.
For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . A copy of FAQs for In-Scope Individuals is available upon request.
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Skills
Risk Management, Wealth Management, Due Diligence