Fixed Income Product Specialist – Wealth Management
RevUp Consulting SingaporeFixed Income Product Specialist – Wealth Management
Our client is an established Asian bank with a growing Wealth Management and investment-products platform in Singapore. The bank is seeking a commercially driven Fixed Income Product Specialist to manage its bond-product platform, develop actionable investment ideas and drive revenue through Relationship Managers and Investment Counsellors.
This highly visible role combines fixed-income advisory, bond dealing, investment-product management, frontline sales enablement and direct client engagement.
Key Responsibilities
- Develop timely and executable fixed-income investment ideas based on macroeconomic developments, interest-rate expectations, credit-market conditions and research insights.
- Translate market views into actionable bond recommendations for Relationship Managers, Investment Counsellors and Wealth Management clients.
- Provide guidance on government and corporate bonds, credit products, interest rates, duration, yield curves, asset allocation and portfolio construction.
- Serve as the bank’s internal fixed-income subject-matter expert and conduct product training for Relationship Managers and Investment Counsellors.
- Drive fixed-income product sales and take ownership of the platform’s revenue and P&L performance.
- Provide frontline teams with trading ideas, market updates, product information and sales tools in English and Traditional Chinese.
- Meet Private Banking and Wealth Management clients alongside frontline teams to present fixed-income investment opportunities and portfolio solutions.
- Deliver client seminars, market presentations and product briefings.
- Manage the end-to-end fixed-income product lifecycle, including product development, approval, launch, distribution, marketing and ongoing product review.
- Identify client demand, competitor developments and opportunities to introduce new bond products, investment solutions, structured notes, features and capabilities.
- Ensure product suitability, operational readiness, documentation and compliance with regulatory requirements and internal policies.
- Manage relationships with internal stakeholders, external asset managers, product providers, counterparties and technology vendors.
- Support bond dealing and trade execution while ensuring adequate dealing coverage.
- Develop fixed-income capabilities across both Relationship Manager-led and digital distribution channels.
Requirements
- Minimum 5 to 10 years of relevant experience as a Fixed Income Product Specialist, Bond Product Specialist, Fixed Income Advisor, Investment Product Specialist, Treasury Product Manager, Bond Dealer or Fixed Income Sales professional.
- Strong knowledge of global bond markets, credit products, interest rates, duration, yield curves and fixed-income portfolio construction.
- Demonstrated ability to develop, present and execute fixed-income investment ideas.
- Experience advising Wealth Management, Private Banking, Priority Banking or affluent clients.
- Strong client-presentation, product-training and stakeholder-management capabilities.
- Experience in investment-product management, product development, platform management or revenue ownership would be advantageous.
- Good understanding of asset allocation, portfolio construction, investment suitability and liability management.
- CACS and relevant CMFAS qualifications are required, or must be obtained within the bank’s stipulated timeframe.
- Effectively bilingual in English and Mandarin, including written Traditional Chinese, to communicate with Taiwan-based stakeholders and Mandarin-speaking clients.
- Proactive, commercially driven and comfortable working in a fast-paced, target-oriented environment.
Interested candidates are invited to apply with an updated CV for a confidential discussion via glenn.wong@revup-consulting.com . If this opportunity is not aligned with your current plans, referrals and sharing within your professional network would be warmly welcomed.
Glenn Wong 黄世豪
Director, Financial Services
RevUp Consulting
glenn.wong@revup-consulting.com
EA Licence No.: 22S1193
EA Registration No.: R11106685