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

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
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
Vice President - Corporate Finance (Healthcare M&A)
Houlihan Lokey —Zürich, ZH
- 100%
- Englisch
- Rechnungswesen
- Mentoring
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
Procurement - IT Category Sourcing Manager
AECOM —Zug, ZG
- 100%
- Hybrides Arbeiten
- Microsoft Excel
- Management-Erfahrung
- Datenanalyse
- Bezahlte Ferien
Principal Data Architect
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
5 Tage
Customer Solution Engineer (Zurich)
LumApps —Zürich, ZH
- Hybrides Arbeiten
- Microsoft Excel
- Erfahrung in der IT
- Kommunikationsfähigkeit
Digital Engineering and Manufacturing Strategy and Transformation Manager
Capgemini —Opfikon, ZH
- Management-Erfahrung
- Englisch
- Bachelor
Manager / Senior Manager - Cloud, Data & AI (CD&AI) - Data Engineering
PwC —Zürich, ZH
- 100%
Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%
PwC —Zürich, ZH
- Englisch
- Bachelor
- Rechnungswesen
11 Tage
Lifesciences Applied Advisory Managing Consultant, Senior Manager, English
Genpact Onsite Services - Switzerland Branch —Zug, ZG
- 100%
- Homeoffice
- Microsoft Powerpoint
- PMP
- Englisch
Direkt bewerben
Lead - Future of Global Capability Centers (GCC, GBS) with German
Capgemini —Opfikon, ZH
- Management-Erfahrung
- Englisch
- Führungserfahrung
- Empfehlungsprogramm
AI & Data Consultant – Tax and Legal Innovation
PwC —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Forschungserfahrung
Vice President Investments
Energy Infrastructure Partners AG —Zürich, ZH
- 100%
- Homeoffice
- Management-Erfahrung
- Doktorat
- Englisch
Direkt bewerben
Tax Manager - European Customer Taxes
Interactive Brokers —Zug, ZG
- Microsoft Excel
- Englisch
- Analysefähigkeit
Principal Data and AI Consultant
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
- Homeoffice-Möglichkeit
Director - Cloud, Data & AI (CD&AI) - Generative AI
PwC —Zürich, ZH
- 100%
- Doktorat
- Englisch
- Master

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

Wenn Sie sich bei Ihrem Konto anmelden, stimmen Sie den Nutzungsbedingungen, den Richtlinien zur Verwendung von Cookies sowie der Datenschutzerklärung von SimplyHired zu.

Weitere Job-Standorte erkunden

client advisor jobs near zürich zh

Jobs als Data Consultant in Zürich, ZH

Jobs als Vice President in Zürich, ZH

Jobs als Sales in Zürich, ZH

Jobs als Private Equity Associate in Zürich, ZH

Jobs als Solutions Engineer in Zürich, ZH

Jobs als Category Manager in Zug, ZG

Jobs als Cloud Engineer in Zürich, ZH

Jobs als Medical Director in Zürich, Zh

Jobs als Director in Canton Ticino

Jobs als Program Manager in Zürich, Zh

Jobs als Transformation Manager in Zug, Zg

Jobs als Tax Manager in Zürich, Zh

Jobs als Transformation Manager in Basel, Bs

Jobs als Pricing Manager in Zürich, Zh

Jobs als Data Architect Finance in Zürich, Zh

Jobs als Software Architect in Basel, Bs

Jobs als Embedded Software Engineer in 8180 Bülach, Zh

Jobs als Solution Architect in Basel, Bs

Jobs als Solution Architect in Lausanne, Vd

Jobs als Software Architect in Zürich, Zh

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

Julius Baer -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%

Qualifikationen

Investment
Englisch
Master
Analysefähigkeit
Bachelor
VBA
Kommunikationsfähigkeit
Python
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.

At Julius Baer, we empower our clients to achieve their most sophisticated financial aspirations through bespoke, insight-driven solutions. As a leading global wealth manager, we combine deep market expertise with an entrepreneurial spirit to deliver exceptional value, not only to our clients, but also to our people.

We are seeking a driven and knowledgeable Structured Products Sales, to join our Global Products & Solutions (GPS) unit, in Zürich.

In this pivotal role, you will act as a strategic partner to relationship managers and investment advisors, designing and promoting innovative, cross-asset structured solutions tailored to the unique objectives of ultra-high-net-worth clients.

More than just a product expert, you will be a trusted enabler of client conversations, providing actionable ideas, anticipating market trends, and actively contributing to the growth and evolution of our structured products offering. This is a collaborative, front-office position where technical excellence meets commercial impact.

You bring proven sales experience from a leading financial institution, possess strong analytical capabilities, and have a genuine passion for creating value through structured investments.

Fluent in German and deeply familiar with the Swiss private banking landscape, you are equally committed to strengthening internal partnerships as you are to driving results.

YOUR CHALLENGE

Contribute to the growth of the book, with a focus on the Swiss German markets
Provide expert advice to Relationship Managers and Investment Advisors on tailored investment solutions, with a focus on Structured Products, to meet client needs
Identify emerging market trends and develop innovative investment strategies to expand our client offerings
Design, price, and launch structured products based on equity, credit, and interest rate underlings
Proactively manage product rollovers, notifying Relationship Managers and Investment Advisors of impending maturities and offering suitable replacement options
Collaborate with internal stakeholders through regular desk meetings and advisory calls to promote Structured Products and drive business growth
Deliver educational sessions to Relationship Managers to enhance their knowledge of Structured Products and improve sales effectiveness
Contribute to the development of marketing materials that showcase investment ideas and opportunities
Oversee day-to-day operations, including trade booking, post-sale support, and product lifecycle management

YOUR PROFILE

Education: Bachelor's or master’s degree in Banking & Finance, Economics, Business Administration, or a related field
Experience: Minimum 3-5 years of experience in an advisory or sales role, with P&l KPI
Sales Drive: Results-driven mindset with a proven track-record in successfully developing clients / RM collaborations, and a strong desire to succeed in a sales-oriented environment
Market Knowledge: Strong passion for financial markets, with a broad understanding of various asset classes and in-depth expertise in at least one area
Structured Products Expertise: Advanced knowledge of Structured Products, including their design, pricing, and application
Client Focus: Ability to analyse client situations, identify needs, and develop tailored solutions
Communication Skills: Skilled in simplifying complex concepts and creating engaging advisory materials to support sales efforts
Team Collaboration: Strong team player with excellent interpersonal skills, able to work effectively with colleagues and clients
Technical Skills: Proficiency in programming languages such as Python and VBA, with the ability to apply technical skills to analyse and solve complex problems
Language Proficiency: Fluency in German and English

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

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

Head Compensation & Benefits

Windows Platform Support (L1)

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

Vice President - Corporate Finance (Healthcare M&A)

Azure Cloud Architect

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

Procurement - IT Category Sourcing Manager

Principal Data Architect

Customer Solution Engineer (Zurich)

Digital Engineering and Manufacturing Strategy and Transformation Manager

Manager / Senior Manager - Cloud, Data & AI (CD&AI) - Data Engineering

Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%

Lifesciences Applied Advisory Managing Consultant, Senior Manager, English

Lead - Future of Global Capability Centers (GCC, GBS) with German

AI & Data Consultant – Tax and Legal Innovation

Vice President Investments

Tax Manager - European Customer Taxes

Principal Data and AI Consultant

Director - Cloud, Data & AI (CD&AI) - Generative AI

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

Related Searches

Weitere Job-Standorte erkunden

YOUR CHALLENGE

YOUR PROFILE

Tools für Jobsuchende

Arbeitgebertools

Durchsuchen

Bleiben Sie in Kontakt