Officer, Fixed Income

Phillip Securities (HK) Ltd. • Full Time • Admiralty, Hong Kong, HK • 3d ago

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 growth and opportunities, please e-mail a full resume with present salary (if any) and expected salary to our Personnel & Administration Department, Phillip Securities Group or by clicking Apply Now.

"All personal data collection is for recruitment purposes. The data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided immediately upon request."

Similar Jobs

Manager, Wealth Management Division

Phillip Securities Group • Full Time • Admiralty, Hong Kong, HK • 3d ago

Others (General Work, Labour etc.) Full Time

Diversify wealth management products not limited to insurance Performance bonus Birthday off / Stable working environment Job Description: Responsible for recruitment, coaching and provide training on sales and advisory...

3d ago

Apply

Marketing Officer (Brokerage)

Phillip Securities (HK) Ltd. • Full Time • Admiralty, Hong Kong, HK • 3d ago

Others (General Work, Labour etc.) Full Time

Drive growth. Build brand. Make impact. We are looking for a dynamic and results-driven Marketing Officer to support and execute impactful marketing initiatives for our brokerage business. If you are creative, data-drive...

3d ago

Apply

Executive Lounge Officer 行政酒廊主任

JW Marriott Hotel Hong Kong • Full Time • Admiralty, Hong Kong, HK • 2w ago

Others (General Work, Labour etc.) Full Time

5-Day Work Week 五天工作週 Discretionary bonus 酌情性花紅 Medical, Dental, Life Insurance 醫療保險, 牙醫保健, 人壽保險 Job Descriptions: To ensure that daily operations are running smoothly. To provide Check-in / Check-o...

2w ago

Apply

Barista 咖啡師

DALLOYAU • Full Time • Admiralty, Hong Kong, HK • 1d ago

Retail / Sales Professional Full Time

負責調製咖啡為客人提供優質的咖啡體驗及服務每月7天例休 | 12天有薪年假工作職責：負責調製咖啡接待顧客，為客人提供優質的咖啡體驗及服務維持及處理店內日常營運職位要求：具調製咖啡或相關經驗積極主動，對咖啡充滿熱誠，具...

1d ago

Apply

KYC Officer (12-mth Contract - renewable) – Prestige Foreign Private Bank

Job Gallery Consultancy Limited • Contract / Project Based • Admiralty, Hong Kong, HK • HK$ 28,000 - HK$ 35,000 / month • 1d ago

Banking / Finance Contract / Project Based

accounting opening for Private Banking clients Review account documentations for adequacy and compliant static data maintenance in bank systems for client portfolios and agents Job Description ● Responsible for acco...

1d ago

Apply

CUSTOMER SERVICE OFFICER - COMMERCIAL BUILDING

Henderson Land Development Company Limited 恒基兆業地產有限公司 • Full Time • Admiralty, Hong Kong, HK • 3d ago

Property Full Time

Good career prospects Attractive remuneration package and fringe benefits Deliver premium property management services for our commercial property Our subsidiary, Goodwill Management Limited (PMC licence (C-874426)), con...

3d ago

Apply

Business Development Officer / Senior Officer – Bullion

Phillip Securities (HK) Ltd. • Full Time • Admiralty, Hong Kong, HK • 3d ago

Banking / Finance Full Time

Monitor risk, execute and maintain spot Bullion dealing business Drive client acquisition and engagement in the spot Bullion markets Min 1 year of experience in spot Bullion business development /client servicing Join Ou...

3d ago

Apply

Incentive Dealer

Phillip Securities Group • Full Time • Admiralty, Hong Kong, HK • 3d ago

Banking / Finance Full Time

Dealing / Client servicing Monthly incentive Have passed HKSI LE or equivalent Job Description Do you want to build a SUCCESSFUL career in the financial industry? Do you want to get HIGHER PAY when you and your team meet...

3d ago

Apply

Dealer / Senior Dealer

Phillip Securities Group • Full Time • Admiralty, Hong Kong, HK • 3d ago

Banking / Finance Full Time

Gain exposure to a diverse range of financial instruments Comprehensive Training / Performance Bonus Work-life balance culture / Mins walk from MTR station Responsibilities: Provide client services for trade execution, k...

3d ago

Apply

Senior Programmer

Phillip Securities Group • Full Time • Admiralty, Hong Kong, HK • 3d ago

Information Technology Full Time

Experience in programming such as C++/ C#/ ASP.net SQL database programming Higher diploma or above in related discipline Job Description Responsible for development/support of front and back office systems. Provide user...

3d ago

Apply