At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
We are seeking a Structured Products Specialist to advise on investment solutions, identify market opportunities, and drive business growth through the promotion of Structured Products. YOUR CHALLENGE
* Provide expert advice to Relationship Managers and Investment Advisors on tailored investment solutions, with a focus on Structured Products, to meet client needs
* Identify emerging market trends and develop innovative investment strategies to expand our client offerings
* Design, price, and launch structured products based on equity, credit, and interest rate underlyings
* Proactively manage product rollovers, notifying Relationship Managers and Investment Advisors of impending maturities and offering suitable replacement options
* Collaborate with internal stakeholders through regular desk meetings and advisory calls to promote Structured Products and drive business growth
* Deliver educational sessions to Relationship Managers to enhance their knowledge of Structured Products and improve sales effectiveness
* Contribute to the development of marketing materials that showcase investment ideas and opportunities
* Oversee day-to-day operations, including trade booking, post-sale support, and product lifecycle management
YOUR PROFILE
* Education: Bachelor's or Master's degree in Banking & Finance, Economics, Business Administration, or a related field
* Experience: Minimum 3-5 years of experience in an advisory or sales role
* Market Knowledge: Strong passion for financial markets, with a broad understanding of various asset classes and in-depth expertise in at least one area
* Structured Products Expertise: Advanced knowledge of Structured Products, including their design, pricing, and application
* Client Focus: Ability to analyze client situations, identify needs, and develop tailored solutions
* Communication Skills: Skilled in simplifying complex concepts and creating engaging advisory materials to support sales efforts
* Sales Drive: Results-driven mindset with a strong desire to succeed in a sales-oriented environment
* Team Collaboration: Strong team player with excellent interpersonal skills, able to work effectively with colleagues and clients
* Technical Skills: Proficiency in programming languages such as Python and VBA, with the ability to apply technical skills to analyze and solve complex problems
* Language Proficiency: Fluency in French and English ; German and other languages is a significant advantage
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .
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