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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