Structured Products Advisor

Tasks

The Structured Products Advisor will play a key role in driving growth and the strategic execution of the structured products business (equity and fixed income) in the Middle East region. Responsibilities include:

• Collaborating with investment advisors and relationship managers in Dubai, Bahrain, and Abu Dhabi to identify opportunities for increasing returns and managing risk.
• Proactively promote the cross-selling of SP solutions tailored to customer portfolios and market conditions.
• Supporting relationship managers in developing customized hedging, investment, and liquidity strategies using EQ and FI instruments to increase the share of client assets and strengthen client relationships.
• Monitoring and reporting on SP-related sales performance by location and consultant; providing actionable insights for improvement.

Product and Idea Coordination

The Structured Products Advisor will:

• Serve as a regional expert on high-volume trading ideas from Asia and Switzerland, tailoring them to the preferences and regulatory environment of clients in the Middle East.
• Present selected market ideas and product variants during the Middle East Morning Meeting and in ME group leader meetings to ensure that they align with local demand and compliance standards.
• Work with product development and sales teams worldwide to create offerings tailored to regional customer behavior (e.g., local Middle Eastern market access, Shariah-compliant products, etc.).

Requirements

The requirements for this position are:

• Bachelor’s degree in finance, economics, business administration, or a related field; advanced professional certifications (CFA, CAIA, FRM) are highly desirable.
• At least 8–10 years of experience in private banking sales, trading, or advisory services within private banking or wealth management, preferably with experience serving ultra-high-net-worth clients.
• A deep understanding of over-the-counter (OTC) derivatives, correlation products such as FCN and others, minimum redemption (or capital-protected) bonds, as well as a strong understanding of fixed-income products (in the context of yield curves or credit products such as credit-linked notes).
• Previous experience working in or managing markets in the GCC region is desirable; familiarity with local regulations (e.g., SCA guidelines) and cultural nuances is strongly preferred.
• Strong analytical skills with knowledge of Bloomberg, Reuters, and CRM systems.
• Excellent communication and presentation skills.