20 beste Stellen als client advisor in zürich, zh – aktuell auf Personalsuche

Public Distribution Sales, GPS, 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Englisch
- Master
- Kommunikationsfähigkeit
1 Tag
Consultant / Senior Consultant – Insurance Consulting (P&C, Life, Health)
Synpulse Holding AG —Zürich, ZH
- Bachelor
Structured Products Sales for Internal Clients, Zürich, 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Englisch
- Master
- Analysefähigkeit
Head Compensation & Benefits
Vontobel Holding AG —Zürich, ZH
- Bachelor
- Führungserfahrung
- Kommunikationsfähigkeit
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Goldman Sachs —Zürich, ZH
- 100%
- Management-Erfahrung
- Analysefähigkeit
- Projektmanagement
- Eltern-/Erziehungsurlaub
Head of Reporting for Sales & Delivery
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Projektmanagement
Direkt bewerben
Windows Platform Support (L1)
Interactive Brokers —Zug, ZG
- Homeoffice
- Informatik
- Windows
- Microsoft Office
Intern, M&A Tax Alvarez & Marsal (M/F/D)
Alvarez and Marsal —Zürich, ZH
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
Azure Cloud Architect
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Englisch
- AWS
- Homeoffice-Möglichkeit
Senior Mortgage Officer - IPRE 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
Sr. Solutions Engineer
Databricks —Zürich, ZH
- Microsoft Excel
- Java
- Python
5 Tage
Business Developer - French Speaking
Ebury —Zürich (Kreis 7), ZH
- Microsoft Excel
- Management-Erfahrung
- Vertrieb
Direkt bewerben
Pension Broker
Aon Corporation —Zürich, ZH
- 100%
- Englisch
Account Manager - Software & Data
Evooq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Datenanalyse
- Englisch
- Bachelor
Direkt bewerben
14 Tage
Manager - Enterprise Architect
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- AWS
Senior Associate / Manager Tech Strategy & Transformation - Financial Services
PwC —Zürich, ZH
- 100%
- Informatik
- Englisch
Procurement Transformation Lead with German
Capgemini —Opfikon, ZH
- Englisch
- Bachelor
- Führungserfahrung
- Empfehlungsprogramm
Senior Controller and FP&A
Etops —Cham, ZG
- 100%
- Englisch
- Rechnungswesen
- Budgetierung
- Homeoffice-Möglichkeit
Direkt bewerben
Experienced Data & AI Consultant
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
VP/AVP – Business Development
TechBiz Global GmbH —Zürich, ZH
- 100%
- Master
- Bachelor
- Erfahrung in der IT
Direkt bewerben

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Public Distribution Sales, GPS, 100% (f/m/d)

Julius Baer -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 1 Tag

Qualifikationen

Englisch
Master
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As one of the leading Swiss issuers of financial Structured Products, Julius Baer is looking to expand its efforts in public distribution. Join a successful Structured products franchise with a best in class offering and leverage the strength of the Julius Baer brand. Draw on your expertise of distribution channels, your insight into Structured Products’ trends and your sales skills. As a member of a dynamic and successful sales team, help us reach the next level of growth.

YOUR CHALLENGE

Product Distribution:

Own the end‑to‑end public distribution strategy for structured products, from ideation and positioning to execution and post‑issuance follow‑up
Continuously optimize product shelf architecture based on client demand, margin considerations, and issuer competitiveness
Closely align with the sales desks on the floor, especially the external as well as inhouse distribution teams
Coordinate with retail networks, financial advisors, and digital platforms to maximize reach
Increase the visibility of Julius Baer as a Structured Product issuer by contributing articles as well as participating in Panels, industry events, fairs et al
Drive the further development of the Julius Baer Derivative Portal

Client Engagement:

Educate distributors and end clients on product features, benefits, and risks
Provide ongoing support and training to ensure proper understanding and compliance
Ensure adherence to Swiss and cross‑border regulations (e.g. prospectus requirements, KID/KIID, marketing restrictions)
Partner with Legal, Compliance, and Risk to ensure robust controls across the public distribution framework
Monitor changes in regulations and adapt distribution strategies accordingly

Market Analysis & Reporting:

Leverage data analytics to assess client behaviour, product profitability, and distribution effectiveness
Translate market intelligence into actionable product and distribution recommendations
Contribute to strategic initiatives related to structured products and broader wealth management offerings

Regulatory Compliance:

Ensure adherence to Swiss and cross‑border regulations (e.g. prospectus requirements, KID/KIID, marketing restrictions)
Partner with Legal, Compliance, and Risk to ensure robust controls across the public distribution framework
Monitor changes in regulations and adapt distribution strategies accordingly

Market Analysis & Reporting:

Leverage data analytics to assess client behaviour, product profitability, and distribution effectiveness
Translate market intelligence into actionable product and distribution recommendations
Contribute to strategic initiatives related to structured products and broader wealth management offerings

YOUR PROFILE

Proven team player with strong communication skills, willing to work in an entrepreneurial environment
Strong negation and communication skills
5-10yrs experience in Public Distribution especially in CH
German (must), English, other languages a plus
A masters degree in finance or similar

We are looking forward to receiving your full job application through our online application tool.

Jetzt bewerben

Erweiterte Suche

client advisor Jobs in zürich, zh

Public Distribution Sales, GPS, 100% (f/m/d)

Consultant / Senior Consultant – Insurance Consulting (P&C, Life, Health)

Structured Products Sales for Internal Clients, Zürich, 100% (f/m/d)

Head Compensation & Benefits

Private Bank, Capital Markets, Underwriter, Associate, Zurich

Head of Reporting for Sales & Delivery

Windows Platform Support (L1)

Intern, M&A Tax Alvarez & Marsal (M/F/D)

Azure Cloud Architect

Senior Mortgage Officer - IPRE 100% (f/m/d)

Sr. Solutions Engineer

Business Developer - French Speaking

Pension Broker

Account Manager - Software & Data

Manager - Enterprise Architect

Senior Associate / Manager Tech Strategy & Transformation - Financial Services

Procurement Transformation Lead with German

Senior Controller and FP&A

Experienced Data & AI Consultant

VP/AVP – Business Development

Ich möchte aktuelle Job-E-Mails für Stellen als client advisor in zürich, zh erhalten

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