Job offer
Structured Products Solutions
Here is a brief summary of the job: The Structured Products Solutions Specialist position at Julius Baer involves advising Relationship Managers and Investment Advisors on the development of customized investment solutions with a focus on structured products. The candidate will also be expected to develop innovative investment strategies, design and launch products and oversee day-to-day operations.
Job description
Tasks
- Providing 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 enhance our offering to clients
- Design, pricing and launch of structured products based on equities, credit and interest rates
- Proactive management of product rollover, informing 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
- Conduct educational events for relationship managers to expand their knowledge of structured products and improve sales effectiveness
- Contribute to the development of marketing materials that present investment ideas and opportunities
- Oversee day-to-day operations, including trade booking, post-sales support and product lifecycle management
Requirements
- Education: Bachelor's or Master's degree in Banking & Finance, Economics, Business Administration or a related field
- Experience: At least 3-5 years experience in an advisory or sales role
- Market knowledge: Strong passion for financial markets, with a broad understanding of different asset classes and in-depth knowledge of at least one area
- Structured products expertise: Advanced knowledge of structured products, including their design, pricing and application
- Customer orientation: ability to analyze customer situations, identify needs and develop tailor-made solutions
- Communication skills: Adept at simplifying complex concepts and creating engaging consultative materials to support sales efforts
- Sales orientation: Results-oriented attitude with a strong desire to succeed in a sales-oriented environment
- Team Collaboration: Strong team player with excellent interpersonal skills, able to work effectively with colleagues and clients
We offer
No explicit benefits mentioned.Job details