Bond Specialist (Private Banking)
Core
Execute bond quotations and client orders while providing trading advice and recommending fixed income solutions to private banking clients.
Role type
Bond Specialist (Private Banking)
Builds
Bond trading solutions and wealth management recommendations for private banking clients
Domain
Financial Services / Fixed Income
Deliverable
client delivery
Required skills
bond quotation, order execution, fixed income product knowledge, trading advice, client partnership
Preferred skills
wealth management needs analysis, MS Office proficiency (Word, Excel, Access, PowerPoint)
Responsibilities
Execute bond quotations and client orders accurately, stay updated on bond market trends, provide trading advice, partner with Private Bankers to recommend bond products