Senior Fixed Income Advisor
2 weeks ago
About the Role
As a Senior Fixed Income Advisor at United Overseas Bank, you will play a key role in managing the wealth of high-net-worth individuals with investment assets of $5 million and above. You will be responsible for attending to Relationship Managers/Investment advisors queries on all fixed income matters, working with other team members to produce quality communication materials, and preparing credit research and investment proposals.
Key Responsibilities
- Attend to Relationship Managers/Investment advisors queries on all fixed income matters
- Work with other team members to produce quality communication materials
- Prepare credit research and investment proposals
- Collaborate with Relationship Managers to produce quality investment proposals and portfolio reviews
- Prepare tailor-made fixed income/structured products solutions for end clients
Requirements
- Good financial degree, CFA preferred
- 5-8 years of relevant experience, preferably in Private Banking
- Strong communication skills
- VBA/Excel skills
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