Dein persönlicher KI-Karriere-Agent
Structured Products Sales for Internal Clients(m/w/x)
Designing, pricing, and launching structured products for Swiss German markets. Proven sales experience from a leading financial institution required. Focus on book growth and internal partnerships.
Anforderungen
- Proven sales experience from leading financial institution
- Strong analytical capabilities
- Passion for creating value through structured investments
- 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
- Minimum 3-5 years experience in advisory or sales role
- Experience with P&l KPI
- Results-driven mindset
- Proven track-record developing clients / RM collaborations
- Strong desire to succeed in sales-oriented environment
- Passion for financial markets
- Broad understanding of various asset classes
- In-depth expertise in at least one asset class area
- Advanced knowledge of Structured Products
- Knowledge of Structured Products design, pricing, and application
- 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
- 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
- Contribute to book growth, focusing on Swiss German markets
- Provide expert advice on tailored investment solutions
- Identify and develop innovative investment strategies
- Design, price, and launch structured products
- Manage product rollovers and offer replacements
- Collaborate with internal stakeholders in desk meetings
- Deliver educational sessions to Relationship Managers
- Develop marketing materials showcasing investment ideas
- Oversee day-to-day operations and post-sale support
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Python
- VBA
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Structured Products Sales for Internal Clients(m/w/x)
Designing, pricing, and launching structured products for Swiss German markets. Proven sales experience from a leading financial institution required. Focus on book growth and internal partnerships.
Anforderungen
- Proven sales experience from leading financial institution
- Strong analytical capabilities
- Passion for creating value through structured investments
- 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
- Minimum 3-5 years experience in advisory or sales role
- Experience with P&l KPI
- Results-driven mindset
- Proven track-record developing clients / RM collaborations
- Strong desire to succeed in sales-oriented environment
- Passion for financial markets
- Broad understanding of various asset classes
- In-depth expertise in at least one asset class area
- Advanced knowledge of Structured Products
- Knowledge of Structured Products design, pricing, and application
- 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
- 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
- Contribute to book growth, focusing on Swiss German markets
- Provide expert advice on tailored investment solutions
- Identify and develop innovative investment strategies
- Design, price, and launch structured products
- Manage product rollovers and offer replacements
- Collaborate with internal stakeholders in desk meetings
- Deliver educational sessions to Relationship Managers
- Develop marketing materials showcasing investment ideas
- Oversee day-to-day operations and post-sale support
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Python
- VBA
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
Julius Baer empowers clients with bespoke financial solutions. As a leading global wealth manager, it combines market expertise with an entrepreneurial spirit.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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