Bank Julius Baer & Co. Ltd.
Structured Products Sales for Internal Clients(m/w/x)
VollzeitRemoteBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
EVEvooq
Structured Products Sales Support(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Managing structured products transactions lifecycle for wealth management OS provider. English and German fluency required. Support trade settlement and client inquiries.
Anforderungen
- English and German fluency
- Self-motivated sales support professional
- Platform savvy
- Hands-on mindset
- Research and resolve vendor/partner queries
- Incident ownership and client resolution
- Professional technical troubleshooting
- Identify root causes of recurring problems
- Provide clear, step-by-step solutions
- Offer feedback for internal process enhancement
- Contribute ideas for product improvement
Aufgaben
- Manage structured products transactions lifecycle
- Coordinate brokerage for transactions
- Serve as primary contact for internal and external clients
- Support trade-related and technical matters
- Ensure timely trade settlement
- Handle client requests for primary and secondary markets
- Process orders smoothly
- Maintain strong client relationships
- Follow up with clients
- Review term sheets
- Communicate with issuers and custodian banks
- Compile and analyze trade execution data
- Monitor financial markets and industry trends
- Identify potential investment opportunities
- Prepare weekly investment summaries
- Research and resolve external vendor queries
- Take ownership of incidents
- Respond directly to client issues
- Manage incident resolutions end-to-end
- Provide technical troubleshooting support
- Resolve system-related issues
- Identify root causes of recurring problems
- Offer step-by-step solutions
- Provide feedback to improve internal processes
- Contribute ideas for product performance enhancement
- Enhance user experience
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Deutsch – fließend
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Evooq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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EVEvooq
Structured Products Sales Support(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Managing structured products transactions lifecycle for wealth management OS provider. English and German fluency required. Support trade settlement and client inquiries.
Anforderungen
- English and German fluency
- Self-motivated sales support professional
- Platform savvy
- Hands-on mindset
- Research and resolve vendor/partner queries
- Incident ownership and client resolution
- Professional technical troubleshooting
- Identify root causes of recurring problems
- Provide clear, step-by-step solutions
- Offer feedback for internal process enhancement
- Contribute ideas for product improvement
Aufgaben
- Manage structured products transactions lifecycle
- Coordinate brokerage for transactions
- Serve as primary contact for internal and external clients
- Support trade-related and technical matters
- Ensure timely trade settlement
- Handle client requests for primary and secondary markets
- Process orders smoothly
- Maintain strong client relationships
- Follow up with clients
- Review term sheets
- Communicate with issuers and custodian banks
- Compile and analyze trade execution data
- Monitor financial markets and industry trends
- Identify potential investment opportunities
- Prepare weekly investment summaries
- Research and resolve external vendor queries
- Take ownership of incidents
- Respond directly to client issues
- Manage incident resolutions end-to-end
- Provide technical troubleshooting support
- Resolve system-related issues
- Identify root causes of recurring problems
- Offer step-by-step solutions
- Provide feedback to improve internal processes
- Contribute ideas for product performance enhancement
- Enhance user experience
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Deutsch – fließend
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Evooq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Evooq
Branche
FinancialServices
Beschreibung
Evooq is a global provider of technology-driven solutions for wealth and asset managers, aiming to simplify the investment process.
Noch nicht perfekt?
- Bank Julius Baer & Co. Ltd.
Structured Products Sales for Internal Clients(m/w/x)
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