Officer, Fixed Income

Introduction

We are looking for a qualified Officer, Fixed Income to join our team, supporting the execution of regulated activities and ensuring operational excellence. The role works closely with senior management to contribute to business growth. Knowledge of fixed income and wealth management, as well as exposure to AI applications or workflow automation, is an advantage.

Job Responsibilities

• Multi-Product Execution: Execute transactions for fixed income instruments (including government bonds and corporate bonds) and Unit Trusts (UTs) accurately and efficiently in accordance with regulatory requirements.
• Product Operations & Dividend Management: Handle daily operational workflows for investment products, including fund subscription/redemption, settlement coordination, and monthly fund dividend distribution processes.
• Client & Product Support: Handle client inquiries regarding available fixed income and Unit Trust (UT) products; provide relevant product updates and suitable investment options/alternatives based on clients' specific requirements and risk profiles.
• Product Due Diligence (PDD): Assist in Product Due Diligence (PDD) and onboarding processes for both fixed income and UT products, including conducting risk assessments and maintaining updated product documentation (e.g., bond offering circulars, fund prospectuses).
• Ad-hoc Duties: Support senior management on client portfolio reporting, and other compliance or operational assignments.

Requirements

• Education: Bachelor’s degree or above in Finance, Economics, Business Administration, or a related discipline.

• Qualifications: Holder of relevant SFC regulated activity licenses (Type 1 is required).

• Experience: 1–3 years of experience in fixed income dealing, fund operations, or wealth management support. Candidates with less experience but possessing a strong understanding of investment products are also welcome to apply.

• Technical Skills: Proficient in Bloomberg Terminal and standard MS Office applications (especially MS Excel for data handling, e.g., utilizing formulas for monthly dividend reconciliation or data matching).

• Languages: Excellent command of spoken and written English and Chinese (including Cantonese and Mandarin).

• Key Attributes:

  • Meticulous, number-sensitive, and compliance-minded.
  • Proactive team player with a positive, "can-do" attitude.
  • Resilient, adaptable, and composed in a fast-paced environment.

If you are looking for an environment of growth and opportunities, please email your resume stating your present and expected salary to Personnel & Administration Department or clicking Quick apply.

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Company Overview

Phillip Securities Group is one of the members of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices in Singapore, Hong Kong, China, US, Japan, UK, France, Australia, Malaysia, Thailand, Indonesia, Sri Lanka, Turkey, India, Cambodia and Dubai. Currently, we have more than 3,500 staff in Asia and Europe with total shareholders’ fund in excess of US$1 billion.

In Hong Kong, our group of companies include Phillip Securities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd and CyberQuote (HK) Ltd.

We offer a full range of financial services which include asset management, bond and securities broking, futures & options, foreign exchange, unit trusts, insurance, investor education and investment research. With a strong financial position and together with a 600+ dynamic sales force to provide high standard professional services to our clients, we are now one of the most fully fledged financial services firms in Hong Kong.

At Phillip, we provide you the necessary platform to scale to greater heights. If you have the drive and aggressiveness to go the extra mile, the opportunity awaits you. Don't miss the chance to advance your career with us!

For more information, please visit our website at www.poems.com.hk.