Julius Baer
Financial Services
SecuritiesLendingSalesSpecialist
Neural analysis suggests this role is
optimal for Senior candidates.
“Securities Lending Sales Specialist at Julius Baer. Skills: Securities lending, Sales, Client relationships, Revenue generation. Identify new business opportunities. Build relationships with clients”
What You'll Achieve.
Strengthen team spirit; Foster collaborative environment; Build impactful relationships; Drive revenue growth; Expand client base; Drive business outcomes; Achieve results
Industry & Context.
What They're Looking For.
Must Have
7 years private banking experience, Securities lending experience, MAS licensed representative, CACS 1 & 2, FMRP, RES 12B, CM-EIP, CM-SIP, CM-CMP
Nice to Have
University degree in Finance, University degree in Accounting, University degree in related field
What You'll Do.
Identify new business opportunities
Build relationships with clients
Deliver tailored solutions
Promote securities lending offering
Support securities lending offering
Understand securities lending process flow
Understand wider business
Dialogue with front representatives
Provide support in structured product sales
Advise clients on securities lending
Create better propositions
Develop front and client relationships
Promote securities lending services
Fulfil client needs/demands
Provide structured products advisory services
Support financial objectives
Support strategic objectives
Support operational goals
Drive business outcomes
Enhance functional efficiency
Propose process improvements
Propose workflow optimisations
Meet regulatory standards
Meet compliance standards
Adhere to user manuals
Demonstrate appropriate values
Demonstrate integrity
Demonstrate diligence
Demonstrate fair dealing
Manage conflicts of interest
Demonstrate competence
Demonstrate continuous development
Adequate risk management
Comply with regulations
How You'll Work.
Team & Collaboration
Global stakeholders; Regional stakeholders; Front representatives; Securities Lending Sales & Trading colleagues
Communication Scope
Articulate; Professional manner
Full 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. Responsible for identifying new business opportunities, building relationships with clients, and delivering tailored solutions to meet their financial needs. The Sales & Solutions Generalist’s expertise in financial products and services, combined with exceptional communication and interpersonal skills drives revenue growth and expand the client base. ## **YOUR CHALLENGE** **General description** The Securities Lending Sales Specialist is a key member of the Private Banking Sales (Singapore) – Structured Products & Securities Lending team responsible for the sale of securities lending – covering Asia & Middle East region. The role involves promoting and supporting the Bank’s securities lending offering, working very closely with the Securities Lending Sales & Trading colleagues in Zurich, have a detailed understanding of the securities lending process flow and a good understanding of the wider business in Asia and Middle East markets. Further, the individual shall also have regular dialogues with the front representatives to be kept abreast of client needs/demands ensuring the products and services offered to clients remain relevant and competitive; and in addition to provide support to the team in structured product sales. The Securities Lending Sales Specialist reports to the Head of Private Banking Sales (Singapore) – Structured Products & Securities Lending. **Key features of the position** **People management** * Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment * Build highly impactful relationships with global and regional stakeholders across functions in the Bank **Client management (internal & external)** * Advise clients in a tandem approach with Front in a product expert
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