Dein persönlicher KI-Karriere-Agent
Structured Products PB Sales(m/w/x)
Designing and pricing structured products for Swiss private banking clients. Deep familiarity with the Swiss private banking landscape required. Investment strategy development, identifying market trends.
Anforderungen
- Proven experience from leading financial institution
- Strong analytical capabilities
- Passion for creating value through structured investments
- Deep familiarity with Swiss private banking landscape
- Commitment to strengthening internal partnerships
- Commitment to driving results
- Bachelor's or master’s degree in Banking & Finance, Economics, Business Administration, or related field
- Strong passion for financial markets
- Broad understanding of various asset classes
- In-depth expertise in at least one area
- Advanced knowledge of Structured Products
- Ability to analyse client situations
- Ability to identify client needs
- Ability to develop tailored solutions
- Skilled in simplifying complex concepts
- Skilled in creating engaging advisory materials
- Results-driven mindset
- Strong desire to succeed in sales-oriented environment
- Strong team player
- Excellent interpersonal skills
- Ability to work effectively with colleagues and clients
- Proficiency in Python
- Proficiency in VBA
- Ability to apply technical skills to analyse and solve complex problems
- Fluency in German
- Fluency in English
Aufgaben
- Provide expert advice on tailored investment solutions
- Identify emerging market trends
- Develop innovative investment strategies
- Design structured products
- Price structured products
- Launch structured products
- Manage product rollovers
- Notify Relationship Managers of maturities
- Offer replacement options
- Collaborate with internal stakeholders
- Promote Structured Products
- Drive business growth
- Deliver educational sessions
- Enhance Relationship Managers' knowledge
- Improve sales effectiveness
- Contribute to marketing materials
- Showcase investment ideas
- Oversee day-to-day operations
- Handle trade booking
- Provide post-sale support
- Manage product lifecycle
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – fließend
Tools & Technologien
- Python
- VBA
Gefällt dir diese Stelle?
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Structured Products PB Sales(m/w/x)
Designing and pricing structured products for Swiss private banking clients. Deep familiarity with the Swiss private banking landscape required. Investment strategy development, identifying market trends.
Anforderungen
- Proven experience from leading financial institution
- Strong analytical capabilities
- Passion for creating value through structured investments
- Deep familiarity with Swiss private banking landscape
- Commitment to strengthening internal partnerships
- Commitment to driving results
- Bachelor's or master’s degree in Banking & Finance, Economics, Business Administration, or related field
- Strong passion for financial markets
- Broad understanding of various asset classes
- In-depth expertise in at least one area
- Advanced knowledge of Structured Products
- Ability to analyse client situations
- Ability to identify client needs
- Ability to develop tailored solutions
- Skilled in simplifying complex concepts
- Skilled in creating engaging advisory materials
- Results-driven mindset
- Strong desire to succeed in sales-oriented environment
- Strong team player
- Excellent interpersonal skills
- Ability to work effectively with colleagues and clients
- Proficiency in Python
- Proficiency in VBA
- Ability to apply technical skills to analyse and solve complex problems
- Fluency in German
- Fluency in English
Aufgaben
- Provide expert advice on tailored investment solutions
- Identify emerging market trends
- Develop innovative investment strategies
- Design structured products
- Price structured products
- Launch structured products
- Manage product rollovers
- Notify Relationship Managers of maturities
- Offer replacement options
- Collaborate with internal stakeholders
- Promote Structured Products
- Drive business growth
- Deliver educational sessions
- Enhance Relationship Managers' knowledge
- Improve sales effectiveness
- Contribute to marketing materials
- Showcase investment ideas
- Oversee day-to-day operations
- Handle trade booking
- Provide post-sale support
- Manage product lifecycle
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – fließend
Tools & Technologien
- Python
- VBA
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Junior Sales for Pricing and Dealing Desk Structured Products(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Securities Lending Sales(m/w/x)
Vollzeitnur vor OrtSeniorZürich