Stellenangebot

Structured Products Sales

Die Julius Baer Group sucht einen erfahrenen Vertriebsmitarbeiter für strukturierte Produkte in Zürich, der Kundenberatern und Investitionsberatern maßgeschneiderte Anlageangebote anbieten und zum Wachstum des Unternehmens beitragen kann. Der ideale Kandidat bringt mindestens 3-5 Jahre Erfahrung im Vertrieb oder in einer Beratungsrolle mit und verfügt über umfassende Kenntnisse von strukturierten Produkten und Finanzmärkten.

Zürich

Julius Bär Gruppe AG

100%

Aufgaben

Contribute to the growth of the book, with a focus on the Swiss German markets
Provide expert advice to Relationship Managers and Investment Advisors on tailored 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 underlyings
Proactively manage product rollovers, notifying Relationship Managers and Investment Advisors of impending 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
Contribute to the development of marketing materials that showcase investment ideas and new opportunities

Anforderungen

Experience: Minimum 3-5 years of experience in an advisory or sales role, with P&I KPI
Sales drive: Results-driven mindset with a proven track-record in successfully developing clients / RM collaborations, and a strong desire to succeed in a sales-oriented environment
Market Knowledge: Strong passion for financial markets, with a broad understanding of various asset classes and in-depth expertise in at least one area
Structured Products Expertise: Advanced knowledge of Structured Products, including their design, pricing, and application
Client Focus: Ability to analyse client situations, identify needs, and develop tailored solutions
Communication Skills: Skilled in simplifying complex concepts and creating engaging advisory materials to support sales efforts
Team Collaboration: Strong team player with excellent interpersonal skills, able to work effectively with colleagues and clients
Technical Skills: Proficiency in programming languages such as Python and VBA, with the ability to apply technical skills to analyse and solve complex problems
Language Proficiency: Fluency in German and English