Julius Baer

Financial Services

SecuritiesLendingSalesSpecialist

S$160–240k ~AI est. Singapore FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

Financial Services

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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