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Investment Products Dealer (FX and Bonds) - Bank

Talent Axis Hong Kong
Posted 1 hour ago Permanent Negotiable
A
Posted by
Alan To
Recruiter
Job Highlights: • Focusing FX and Bonds • Sitting under the PB department • 4 – 6 years of relevant exposure

Main Responsibilities:

  • Proactively promote investment products to targeted clients, aiming to achieve team sales targets.
  • Collaborate with frontlines during joint marketing calls to explore business opportunities.
  • Prepare sales materials and product term sheets for client presentations.
  • Execute trades directly with customers, covering FX, FX options, forwards, bonds, and structured/derivative deals.
  • Adhere to external, regulatory, and internal policies during price quotations and transaction execution.
  • Strengthen frontlines’ product knowledge through training sessions.
  • Share insights on popular FX and bond products in the market with the team.
  • Collaborate with stakeholders to develop new products and enhance existing ones, ensuring alignment with the bank’s growth objectives.
  • Provide coaching and support to junior team members and contribute to ad hoc projects.

Requirements:

  • Bachelor’s degree or higher.
  • 4 - 6 years of relevant experience in financial markets.
  • Preferably holds CFA or ECF-TM qualification.
  • Strong understanding of FX, derivatives, and fixed income products; experience in Treasury product development is advantageous.
  • Proactive, service-oriented, and able to work effectively under pressure.
  • Excellent interpersonal skills and a team player.
  • Proficient in English, Chinese (including Putonghua), and familiar with Reuters, Bloomberg, MS Office, and Kondor.
Job ID  2024_AT_0601
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