Industry: Accounting, Finance & Insurance•
Less than 5 years
Posted 111 days ago
Fixed Income/Regional Bond Specialists (RBS) build relationships with clients and key partners, focusing their efforts on education, advice and sales. Typical client needs in the Fixed Income Markets can range from basic information and trade execution, to highly complex portfolio analysis with High Net Worth clients and organizations. The RBS works to identify and understand client goals and objectives and recommends appropriate investment vehicles to meet the client's income needs, including portfolio and asset allocation. Specialists work closely with field partners to develop and assist with sales strategy, call campaigns and workshop delivery. The RBS utilizes multiple business intelligence applications to uncover and execute upon sales opportunities. There is typically less than 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities. In addition, specialists will answer general account inquiries, and have a complete and thorough understanding of products and services offered throughout the company.
What you’ll do:
This position is a sales role and the candidate will be responsible for individual production targets for sales of fixed income products. This role requires a high level of engagement with clients, peers and partners. Applicants should have a thorough understanding of all fixed income markets, technical analysis, income strategies and general portfolio analysis. Applicants should also have a strong understanding of all fixed income products including treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs.
What you have:
What you’ll get: