Structured Products Private Banking Sales

Tasks

• Provide expert advice to Relationship Managers and Investment Advisors on customized 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 underlying assets
• Proactively manage product lifecycles, notifying relationship managers and investment advisors of upcoming 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
• Help develop marketing materials that highlight investment ideas and structured products

Requirements

• Bachelor's or Master's degree in Banking & Finance, Economics, Business Administration, or a related field
• At least 3–5 years of experience in a consulting or sales role
• A strong passion for financial markets, with a broad understanding of various asset classes and in-depth expertise in at least one area
• Advanced knowledge of structured products, including their design, pricing, and application
• Ability to analyze customer needs, identify requirements, and develop customized solutions
• Ability to simplify complex concepts and create engaging educational materials to support sales efforts
• A results-oriented mindset with a strong desire to succeed in a sales-oriented environment alongside colleagues and customers
• A strong team player with excellent interpersonal skills, capable of collaborating effectively with colleagues and clients
• Proficiency in programming languages such as Python and VBA, with the ability to apply technical skills to analyze and solve complex problems
• Fluent in German and English

We offer