Company Description
Structured Products Sales Support
Location: Lausanne
Contract type: Fixed term contract
Duration: 7 months
Work Environment: Hybrid - 3 days in the office a week
At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions, and manage the risk and lifecycle of investments. Evooq is organized through highly autonomous teams, prioritizing trust and responsibility.
We’re developing ELUS, the most modern Multi Issuer Platform for structured products in Switzerland, in collaboration with leading banks.
Job Description
We’re looking for a self-motivated Sales Support professional with platform savvy and a hands-on mindset to oversee structured products transactions on our ELUS platform.
Responsibilities of a Structured Products Sales Support
1. Manage the full lifecycle of structured products transactions, from initial pricing and execution to post-trade processes, including brokerage coordination.
2. Act as the primary contact for internal teams and external clients, providing first-line support on trade-related and technical matters, and ensuring timely settlement.
3. Handle client requests related to primary and secondary market activities, ensuring smooth order processing and maintaining strong client relationships.
4. Assist the sales team by following up with clients, reviewing term sheets, and managing communication with issuers and custodian banks.
5. Compile and analyze trade execution data, monitor financial markets and industry developments to identify opportunities, and prepare weekly investment summaries (RUNs) for clients.
Requirements for a Structured Products Sales Support
1. Research and resolve queries raised by external vendors and partners.
2. Take ownership of incidents, respond directly to clients, and manage resolutions end-to-end.
3. Provide professional support in technical troubleshooting to help users resolve system issues effectively.
4. Identify root causes of recurring problems and offer clear, step-by-step solutions.
5. Provide feedback to improve internal processes and contribute ideas for enhancing product performance and user experience.
Additional Information
Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology, and investment expertise to make personalized investment scalable.
Wealth managers use our solutions to deliver personalized advice to investors with high-quality content and top investment products.
Headquartered in Lausanne, with offices in Zurich and Singapore, we operate as a group of highly autonomous teams responsible for their projects, interacting based on mutual trust.
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