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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Structured Products PB Sales(m/w/x)

Zürich
Full-timeOn-siteExperienced
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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.

Requirements

  • 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

Tasks

  • 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

Work Experience

  • 3 - 5 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • German – Fluent
  • English – Fluent

Tools & Technologies

  • Python
  • VBA
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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