Julius Baer
Financial Services
StructuredProductsAdvisor
Neural analysis suggests this role is
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“Structured Products Advisor at Julius Baer. Skills: Structured products, Sales, Advisory. Drive growth of structured products business. Partner with Investment Advisors”
What You'll Achieve.
Enhance wallet share; Deepen client relationships
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
8-10 years SP sales, In-depth understanding of EQ OTC derivatives, Understanding of fixed income products, Bachelor’s degree in finance, Proficiency in Bloomberg, Proficiency in Reuters, Proficiency in CRM systems
Nice to Have
Advanced qualifications (CFA, CAIA, FRM), Experience working in GCC markets, Familiarity with local regulations, Familiarity with cultural nuances
What You'll Do.
Drive growth of structured products business
Partner with Investment Advisors
Partner with Relationship Managers
Advise clients on structured products
Enhance revenue generation
Own structured product delivery platform
Drive innovative solutions
Ideate with equity specialists
Ideate with fixed income specialists
Offer seamless ideation
Offer seamless execution
Coordinate with control functions
Develop new SP products
Develop new SP propositions
Identify yield enhancement opportunities
Identify risk management opportunities
Drive cross-selling of SP solutions
Structure hedging strategies
Structure investment strategies
Structure liquidity strategies
Deepen client relationships
Monitor SP revenue performance
Report on SP revenue performance
Provide actionable insights
Serve as regional expert
Present product variants
Deliver feedback to GPS
Identify gaps in product suite
Recommend enhancements
Recommend new product launches
Conduct market updates
Conduct educational workshops
Liaise with Marketing
Liaise with Communications
Develop targeted content
Represent bank at events
Strengthen brand positioning
How You'll Work.
Team & Collaboration
Partner with IAs; Partner with RMs; Collaborate with SP Sales; Collaborate with Product Development; Collaborate with Trading Desks; Collaborate with control functions; Collaborate with Marketing; Collaborate with Communications
Communication Scope
Presentation abilities; Market updates; Educational workshops; Targeted content
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. The SP (Structured Product) Advisor will play a pivotal role in driving the growth and strategic execution of Julius Baer’s structured products (Equity and Fixed Income underlying's) business across the Middle East region. ## **YOUR CHALLENGE** This role requires a deep understanding of the macro markets, an in-depth understanding of all relevant product variants (EQ OTC derivatives and EQ and Fixed Income structured notes), allowing the individual to partner effectively with Investment Advisors (IAs) and Relationship Managers (RMs) across all the ME locations towards advising the clients. This position will focus on enhancing revenue generation through ideation, owning the entire structured product and equity OTC delivery platform, driving innovative solutions with a strong focus on investment performance. Ideation needs to be done in sync with equity and fixed income products specialists within the solicitation guidelines of the bank. Moreover, this role will also require strong collaboration with SP Sales colleagues in both Zurich and Singapore (the 2 booking centers for all Middle East clients) to jointly offer seamless ideation and execution and close coordination with local control functions aimed at continuous development of new SP products and propositions for the ME market. ## **YOUR PROFILE** **Client Coverage & Revenue Growth** * Partner closely with Investment Advisors and Relationship Managers in Dubai, Bahrain, and Abu Dhabi to identify yield enhancement and risk management opportunities. * Proactively drive cross-selling of SP solutions aligned with client portfolios and market conditions. * Support RMs in structuring bespoke hedging, investment, and liquidity strategies using EQ & FI instruments to enhance wallet share a
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