Equities Market Advisor
vor 2 Monaten
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
-
Portfolio Manager Emerging Asia Equities
vor 3 Wochen
Zurich, Schweiz Berenberg VollzeitBeschreibung & Anforderungen- For our portfoiomanagement team in - **Zurich**, Switzerland we are seeking a**Portfolio Manager* Emerging Asia Equities** We are seeking a highly competent equity portfolio manager for Asian Equities to join our Emerging Markets Asia team. In this role, you will work closely with the Emerging Markets Asia Portfolio Manager...
-
Head Market Operations
vor 4 Wochen
Zurich, Schweiz SIX Group Services VollzeitZurich | working from home up to 60% | Reference 6117 SIX Swiss Exchange (SSX) is the reference market for Swiss securities and offers market participants the best order book quality and outstanding liquidity in over 60,000 Equities, Bonds, Exchange Traded Funds, Exchange Traded Products, Sponsored Funds and Structured Products - including 2 of the 3...
-
Client Advisor Nordics Market
vor 1 Woche
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 295850BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? - We’re...
-
Head Market Operations
vor 4 Wochen
Zurich, Schweiz SIX VollzeitWe drive the transformation of the financial markets. That’s why we invest in bright minds, in their ideas, knowledge and development. We do that by combining our best sides. **Head Market Operations (80-100%)****: Zurich | working from home up to 60% | Reference 6117 SIX Swiss Exchange (SSX) is the reference market for Swiss securities and offers market...
-
Advisor Labour Market Insertion
vor 4 Wochen
Zurich, Schweiz Swisscontact Vollzeit**The Skills, Labour and Migration Team provides technical expertise and support for internal and external clients in advisory services, training, and research, assures the quality of implementation, fosters innovation, and engages in knowledge sharing in its fields of expertise.** *** **Our understanding of Skills Development includes the core working...
-
HR Advisor
vor 2 Monaten
Zurich, Schweiz Schroders VollzeitSchroders, with headquarters in London, employs over 5700 talented people worldwide, operating in 38 different locations across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach...
-
Zurich, Schweiz HSBC Private Bank (Suisse) SA TeilzeitJob description The opportunity: Senior Investment Specialist, Thematic Equities 80 - 100% At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we...
-
Investment Solutions Market Making and Trading
vor 2 Monaten
Zurich, Schweiz Vontobel VollzeitYour opportunity Make markets for new issues and secondary market from our inhouse books Management of counterparty relations with our hedging counterparties (all major banks, brokers, market makers) Responsibility for the marking accuracy of all parameters, including volatility and dividends on a daily basis for all trades being considered by...
-
Associate Client Advisor
vor 2 Monaten
Zurich, Schweiz JPMorgan Chase Bank, N.A. VollzeitOur Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they...
-
Investment Advisor, Wealth, Latam
vor 1 Woche
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Internship 2024, Uhnw Client Advisor Benelux Market
vor 3 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 289290BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Are you interested to get insight into Wealth Management and particularly in client advisory service? Are you a people person? - We're looking for someone like...
-
Investor, Emerging Markets, Vice President
vor 2 Monaten
Zurich, Schweiz J.P. Morgan VollzeitYou would lead in communicating market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM open architecture platform including...
-
Investment Advisor, Wealth, Latam
vor 2 Wochen
Zurich, Schweiz BNY Mellon VollzeitNon-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will...
-
Client Advisor Wm Global Family
vor 2 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic client advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...
-
Client Advisor Wm Global Family
vor 3 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic client advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...
-
Brioni - Sales Advisor
vor 3 Wochen
Zurich, Schweiz Groupe Kering VollzeitSummary BRIONI Sales Advisor We are currently seeking a Sales Advisor who will report to the Store manager as part of our dynamic team in Zurich. **Job Description**: - Your opportunity_ You will be a key ambassador for the brand providing a distinctive and extraordinary luxury experience, passionately guiding the client across the Brand, nurturing a...
-
Internship 2023, Global Markets Cross Asset
vor 3 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Equities, Investment Banking, Sales - Investment Bank **Job Reference #** - 269910BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Are you ready to go the extra mile? Do you know your way around numbers? We're looking for someone like that to assist with: - structuring, Pricing and Issuing Structured...
-
Sales Advisor Zurich
vor 1 Woche
Zurich, Schweiz Boggi Milano VollzeitWe are looking for an energetic and ambitious **Sales Advisor,** wanting to join our store in **Zurich**. **Who are we**?** Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks to the revolutionary...
-
Sales Advisor Zurich
Vor 7 Tagen
Zurich, Schweiz Boggi Milano VollzeitWe are looking for an energetic and ambitious **Sales Advisor,** wanting to join our store in **Zurich**. **Who are we**?** Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks to the revolutionary...
-
Client Advisor Wm Apac Switzerland Team China in
vor 2 Wochen
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management...