16 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
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Vontobel Holding AG —Zürich, ZH
- Bachelor
- Führungserfahrung
- Kommunikationsfähigkeit
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Interactive Brokers —Zug, ZG
- Homeoffice
- Informatik
- Windows
- Microsoft Office
Head of Reporting for Sales & Delivery
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Projektmanagement
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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
Customer Solution Engineer (Zurich)
LumApps —Zürich, ZH
- Hybrides Arbeiten
- Microsoft Excel
- Erfahrung in der IT
- Kommunikationsfähigkeit
Senior Low-Code Architect (Mendix)
Zühlke —Schlieren, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Englisch
- Master
- Homeoffice-Möglichkeit
Mechanical Engineer
Mercury Engineering —Zürich, ZH
- CAD
- Elektronisches Patientendossier
- Erfahrung in der IT
Electrical Construction Manager
Mercury Engineering —Zürich, ZH
- Windows
- Microsoft Office
- PC-Kenntnisse
Electrical Lead
Mercury Engineering —Zürich, ZH
- Management-Erfahrung
- Master
- Projektmanagement
Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
1 Std.
Client Legal Administrator
CSC (Corporation Service Company) —Zug, ZG
- 100%
- Management-Erfahrung
- Englisch
- Master
13 Std.

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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)

Head of Reporting for Sales & Delivery

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

Customer Solution Engineer (Zurich)

Senior Low-Code Architect (Mendix)

Mechanical Engineer

Electrical Construction Manager

Electrical Lead

Investment Advisor (Temporary Position)

Client Legal Administrator

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

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