Job offer
Structured Products Sales for Internal Clients
The Julius Baer Group is seeking an experienced sales professional specializing in structured products to advise and support internal clients in Zurich. The ideal candidate will have at least 3–5 years of experience in sales or an advisory role and possess extensive knowledge of structured products and financial markets.
Job description
Structured Products Sales for Internal Clients, Zurich, Full-Time (f/m/d)Tasks
- Help grow the book, with a focus on the Swiss German markets
- 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 rollovers by 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 new opportunities
Requirements
- At least 3–5 years of experience in a consulting or sales role, with P&I KPIs
- A results-oriented mindset with a proven track record of success in building customer relationships and a strong sales focus
- Strong market focus, coupled 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 and develop customized solutions
- Skilled at simplifying complex concepts and creating engaging advisory materials to support sales efforts
- A strong team player with excellent interpersonal skills who can collaborate 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
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