We are seeking a driven and knowledgeable Junior Structured Products Sales to join our Global Products & Solutions (GPS) unit in Zürich.
In this pivotal role, you will act as a strategic partner to relationship managers and investment advisors, designing and promoting innovative, cross‑asset structured solutions tailored to the unique objectives of ultra‑high‑net‑worth clients. More than just a product expert, you will be a trusted enabler of client conversations, providing actionable ideas, anticipating market trends, and actively contributing to the growth and evolution of our structured products offering. This is a collaborative, front‑office position where technical excellence meets commercial impact.
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
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In this pivotal role, you will act as a strategic partner to relationship managers and investment advisors, designing and promoting innovative, cross‑asset structured solutions tailored to the unique objectives of ultra‑high‑net‑worth clients. More than just a product expert, you will be a trusted enabler of client conversations, providing actionable ideas, anticipating market trends, and actively contributing to the growth and evolution of our structured products offering. This is a collaborative, front‑office position where technical excellence meets commercial impact.
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
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Junior Structured Products Sales, Zürich, 100% (f/m/d) Arbeitgeber: Julius Baer
Julius Baer bietet eine herausragende Arbeitsumgebung in Zürich, die von einer agilen und kollaborativen Kultur geprägt ist. Als Senior Java Backend Architect haben Sie die Möglichkeit, innovative cloud-native Systeme zu gestalten und Ihre Fähigkeiten in modernen Java-Technologien weiterzuentwickeln. Das Unternehmen fördert aktiv das Wachstum seiner Mitarbeiter und bietet zahlreiche Weiterbildungsmöglichkeiten, um Ihre Karriere im Bereich Wealth Management voranzutreiben.
