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Structured Products PB Sales, Zürich, 100% (f/m/d), Zürich (Kreis 11)

Structured Products PB Sales, Zürich, 100% (f/m/d), Zürich (Kreis 11)
Anzeigentext
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. 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.Responsibilities

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 offeringsDesign, 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 growthDeliver 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 managementQualifications

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; proven track‑record in developing client or RM collaborations Market Knowledge:

Strong passion for financial markets, broad understanding of various asset classes, and in‑depth expertise in at least one area Structured Products Expertise:

Advanced knowledge of Structured Products, including 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; deeply familiar with the Swiss private banking landscape

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