CLIENT RELATIONSHIP OFFICER

About the role

At Leonteq, we are a leading player in the financial industry, known for our innovative approaches, our commitment to excellence, and our entrepreneurial spirit. Our organizational values—people together, passion, dedication, quality, and expertise—are our guiding star.

Tasks

The following responsibilities are part of this role:

• Proactively develop and maintain client relationships with private banks, asset managers, and multi-family offices, and assist with onboarding processes.
• Origination, structuring, and distribution of customized structured products across various asset classes, including equities, interest rates, foreign exchange, credit, and hybrids.
• Full responsibility for the sales process, from origination to pricing, trade execution, and trade booking for various derivative products, in coordination with Structuring & Trading.
• Leading client meetings, product presentations, roadshows, and investment seminars to promote structured solutions.
• Collaborate with structuring, trading, legal, and compliance teams to structure customized investment ideas or replicate new or complex payoff structures and ensure smooth execution.
• Monitoring client portfolios and market conditions to identify new cross-selling and hedging opportunities.
• Stay up to date on global market trends, regulatory changes, and the competitive landscape to inform client strategies.
• Mentoring and leading junior sales staff and support employees to improve team performance and product knowledge.

Requirements

The following requirements are necessary:

• A bachelor's or master's degree in finance, economics, engineering, mathematics, or a related field.
• At least 8–12 years of relevant experience in the sale of structured products at a global investment bank or a leading private bank.
• A proven customer base and track record of revenue.
• Excellent presentation skills and an entrepreneurial spirit.
• In-depth product knowledge: A comprehensive understanding of structured products and derivatives across multiple asset classes (autocallables, credit-linked notes, barrier options, quanto structures, hybrids, etc.), with a solid grasp of derivative Greeks and payoff dynamics.
• Risk and pricing tools: Experience with pricing and risk platforms (e.g., Bloomberg, Numerix, internal pricing models).
• Strategic Relationship Management: Strong interpersonal and communication skills to build long-term trust with customers and internal stakeholders, along with the ability to influence customer investment decisions and negotiate terms both internally and externally.
• Language requirements: Fluency in English is required. Mandarin or another Asian language is a strong advantage, given our customer base.

We offer

No information available.