Job Description

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 PB 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 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

• 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
• 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
• Sales Drive: Results-driven mindset with a strong desire to succeed in a sales-oriented environment
• 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. Further interesting job opportunities can be found on our Career site

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