You providing support to the Fixed Income Advisors in their day-today sales and advisory activities, Tasks include the preparation of new issue & tactical idea emails, daily market updates, presentation materials, maintenance of bond list databases & issuer profiles, sending of weekly bond lists and bond redemption ideas for maturing bonds and any such tasks that would assist the Advisors in their sales and advisory activities.
You informing RMs / IC about redemption outlook / forecast and our re-investment proposal.
You advising RMs / IC on fixed income market flows and opportunities through regular meetings.
You providing management with monitoring metrics on the number of bond redemption in different maturity buckets, underlying volume of the redemptions, number of re-
investment proposals and underlying volume of re-investment proposals.
You providing internal Credit Suisse clients such as Investment Consultants (IC) & Relationship Managers (RM), with broad advice in Fixed Income Products.
You providing direct advisory services for clients through DAC (direct access clients) service, after 6mths probation & review period.
Your leveraging of bond recommendations from in-house research so as to distribute investment ideas where we focus on liquidity, credit and duration strategy.
You providing market intelligence and market update on new issues during the book-building process.
You keeping abreast of market related news and new bond issues so as to provide timely and accurate information to the clients.
You providing a high quality of service to clients in order to assist the RM team deliver the revenue targets in alignment with the business objectives;
Your liaison with external intermediaries for trading ideas, research and building relationships.
You ensuring that all compliance and legal guidelines are adhered to
You maintaining a symbiotic relationship with relationship teams, by supporting their efforts to enhance business, by dealing with them in a transparent manner on pricing of products and offerings;
You proactively seek out customer feedback on the quality of product and service on a regular basis
Relevant University or Graduate Degree with a sharp analytical mind
Ideally 3+ years of connected similar experience with an Investment Bank, Private Bank or Asset Manager, Credit Rating Agency, with CFA, FRM, CAIA holders preferred.
Being able to keep self-abreast with the latest developments in the financial markets at all times.
Very strong relationship building skills.
Strong English communication skills (orally and written) with Cantonese mandatory and Mandarin advantageous given the market focus.
Integer and ethical colleague which adheres to all relevant internal policies & HKMA requirements.
Advanced Excel, PowerPoint and Bloomberg skills. Ideally combined with knowledge on VBA and SQL too.
A real passion for improving, building and leading change in all aspects of our job.
Motivated, engaging, service oriented and flexible team player with a real passion for clients.