Job ref no.: CT3126123-01#1813

Private Wealth Management - Product Specialist, Fixed Income (Associate/VP)

CMB International Capital Corporation Limited


Job Description

  • Conduct market research to make recommendations of suitable products after due diligence of the product features to ensure the proposed products fit internal requirements;
  • Execute trade orders with pricing based on best efforts basis in an efficient and accurate manner;
  • Work closely with compliance and across other departments for existing or new product implementation to comply with all necessary external and internal risk and compliance requirements;
  • Provide regular market updates and new product training to the relationship managers to make sure a clear interpretation of the product characteristics is presented;
  • Analyze fixed income bond portfolios based on the investment needs and suitability requirement of clients;
  • Collaborate with other business departments associated with fixed income products’ cross selling activities; coordinate the process to optimize the returns of the Company as a whole.


  • Bachelor degree in finance, business administration or related disciplines;
  • Preferable with CFA;
  • At least 5 years’ relevant experience in sizable financial institutions focus on product research or development on fixed income products;
  • Good insights in market analysis and competitive conditions to make a clear recommendation to clients;
  • Detail-minded, patient and is a good team player;
  • Fluent in spoken Mandarin and English.

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More job information
Job ref no. CT3126123-01#1813
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Degree