At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. At Julius Baer, we empower our clients to achieve their most sophisticated financial aspirations through bespoke, insight-driven solutions. As a leading global wealth manager, we combine deep market expertise with an entrepreneurial spirit to deliver exceptional value, not only to our clients, but also to our people. YOUR CHALLENGE
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 underlings 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 opportunities Oversee day‑to‑day operations, including trade booking, post‑sale support, and product lifecycle management YOUR PROFILE
Education: Bachelor’s or master’s degree in Banking & Finance, Economics, Business Administration, or a related field Experience: 2‑5 years of experience in an advisory or sales role 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 English We are looking forward to receiving your full job application through our online application tool.
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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 underlings 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 opportunities Oversee day‑to‑day operations, including trade booking, post‑sale support, and product lifecycle management YOUR PROFILE
Education: Bachelor’s or master’s degree in Banking & Finance, Economics, Business Administration, or a related field Experience: 2‑5 years of experience in an advisory or sales role 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 English We are looking forward to receiving your full job application through our online application tool.
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Junior Structured Products Sales, Zürich, 100% (f/m/d) Arbeitgeber: Bank Julius Bär & Co. Ltd.
Julius Baer ist ein hervorragender Arbeitgeber, der individuelle Talente schätzt und fördert. Mit einem dynamischen Arbeitsumfeld in Zürich bieten wir nicht nur attraktive Entwicklungsmöglichkeiten, sondern auch eine Kultur der Zusammenarbeit und Innovation. Unsere Mitarbeiter profitieren von flexiblen Arbeitsmodellen, umfassenden Schulungen und einer starken Unterstützung für ihre berufliche Weiterentwicklung, während sie an spannenden Projekten im Bereich Wealth Management arbeiten.
Kontaktdaten:
Bank Julius Bär & Co. Ltd. Recruiting-Team
