Fixed Income Investment Advisor

HSBC Group

Fixed Income Investment Advisor

Salary Not Specified

HSBC Group, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted today, 19 Sep | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 526df403164842bf9f8ccc1a3c6bc5e1

Full Job Description

  • Provide regulated investment advice either direct to clients or via Investment Counsellors relating to fixed income markets across a wide variety of areas including rates, developed and emerging market credit; both investment grade and high yield.

  • Contribute to the Private Bank's fixed income strategy and investment outlook and requires a good grasp of macroeconomics.

  • Contribute to investment forums globally, representing HSBC PBUK and will help define and drive investment strategy in fixed income. There will also be a requirement to contribute and maintain high conviction investment recommendations and present these on a regular basis at both a local and global level.

  • Closely liaise with Global teams across multiple regions to ensure product consistency while delivering solutions that meet local client needs while ensuring these are in compliance with regulatory and internal policies.

  • Build relationships with internal stakeholders including Relationship Managers (RM), Investment Counsellors (IC) and other GPB Product Specialists across Europe.

    Extensive experience in providing Fixed Income related investment advice to clients - essential

  • As this is a regulated role, the successful candidate must have completed at least any one of the following qualifications; CFA Level 1, CISI / RDR / PCIAM Level 4 - essential

  • Experience within any one of the following environments; Private Banking, Wealth Management or Asset Management - essential

  • Excel proficiency is essential. User proficiency with other relevant systems such as Bloomberg is desirable

  • Highly confident and credible when communicating with internal stakeholders such as Relationship Managers & Investment Counsellors

    Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

    Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.


  • We are currently seeking an experienced individual to join our team as Product Specialist in Fixed Income Advisory, a core offering in our Prism Advisory service within our Investment & Wealth Solutions Group.

    As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

    In this role you will