Fixed Income Advisor, Private Bank

Key responsibilities

• Responding promptly and professionally to inquiries from Relationship Managers and Investment Advisors regarding fixed income matters.
• Collaborating with team members to create high-quality communication materials for Relationship Managers and Investment Advisors regarding new fixed income offerings.
• Conducting credit research when necessary.
• Collaborating with Relationship Managers to develop well-crafted Investment Proposals and Portfolio Reviews.
• Preparing customized fixed income and structured product solutions for clients.
• Delivering presentations on marketing platforms.
• Meeting annual targets by generating revenue and increasing business volume.
• Consolidating orders for cash bonds and Fixed Income derivatives.