Equities Market Advisor

vor 2 Monaten


Zurich, Schweiz Julius Baer Vollzeit

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.

**YOUR CHALLENGE**:

- Advise Relationship Managers (RMs) and Investment Advisors (IAs) on appropriate investment solutions and products with focus on Structured Products
- Identify market opportunities and implement new investment ideas for our client base
- Structure, price and issue products on equity, credit and interest rates underlying
- Active rollover management, i.e. inform RMs/IAs on early redemptions and maturing products and offer them rollover products
- Participation in desk meetings and advisory calls to promote Structured Products
- Provide education sessions to the RMs
- Support the creation of regular marketing materials for investment ideas
- Handle daily business: booking of trades, after-sales service and lifecycle management

**YOUR PROFILE**:

- Bachelor or Master Degree in Banking & Finance, Economics or Business Administration
- At least 3-5 years relevant experience in an advisory or sales role
- Strong interest for financial markets
- Generalist know-how of a broad array of asset classes; specific knowledge in at least one asset class
- Profound know-how in Structured Products
- Ability to understand client situations and derive solutions
- Skilled in visualizing complex problems and develop own advisory materials
- Very strong sales drive and a sound team spirit
- Proficient in English and German, French and other languages would be a plus

Your HR contact: Mr. Kristian Curic, Senior Talent Acquisition Specialist



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