Fixed Income Investment Associate

2 days ago


Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000

We are seeking a skilled Fixed Income Associate to join our team. As a key member of our fixed income division, you will play a vital role in helping clients achieve their investment goals.

Key Responsibilities
  • Manage client portfolios to deliver excellent service and meet client requirements.
  • Construct and manage portfolios to meet client needs.
  • Prepare trading suggestions and relative value opportunities to deliver performance.
  • Achieve sales targets through effective client engagement and productivity.
  • Collaborate with research and strategy teams on trade ideas and portfolio construction.
Client Acquisition and Retention
  • Develop and implement business development strategies to attract new clients.
  • Meet client acquisition targets by acquiring new clients through private banking and intermediary channels.
  • Establish robust referral channels through existing clients and external partners.
Exceptional Client Experience
  • Engage clients with exceptional service to ensure a standout experience.
  • Retain a portfolio of private clients against performance targets.
  • Generate additional revenue by identifying new opportunities within the existing client portfolio.
Leadership
  • Lead by example and share your views and experience with others across the team.


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