Bank Julius Baer & Co. Ltd.
Structured Products Sales for Internal Clients(m/w/x)
Full-timeRemoteExperienced
Zürich
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EVEvooq
Structured Products Sales Support(m/w/x)
Zürich
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Managing structured products transactions lifecycle for wealth management OS provider. English and German fluency required. Support trade settlement and client inquiries.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Fluent
- German – Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq 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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EVEvooq
Structured Products Sales Support(m/w/x)
Zürich
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Managing structured products transactions lifecycle for wealth management OS provider. English and German fluency required. Support trade settlement and client inquiries.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Fluent
- German – Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Evooq
Industry
FinancialServices
Description
Evooq is a global provider of technology-driven solutions for wealth and asset managers, aiming to simplify the investment process.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
Structured Products Sales for Internal Clients(m/w/x)
Full-timeRemoteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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