Julius Baer
Financial Services
StructuredProductsSalesforInternalClients
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Structured Products Sales for Internal Clients at Julius Baer. Skills: Structured Products, Sales, Client advisory. Contribute to book growth. Provide expert advice”
What You'll Achieve.
Contribute to growth; Drive business growth
Industry & Context.
Analytical capabilities
What They're Looking For.
Must Have
Bachelor's or master's degree, 3-5 years experience, Fluent in German, Fluent in English
Nice to Have
P&l KPI experience
What You'll Do.
Contribute to book growth
Provide expert advice
Identify market trends
Develop investment strategies
Design structured products
Price structured products
Launch structured products
Manage product rollovers
Notify RMs of maturities
Offer replacement options
Collaborate with stakeholders
Promote Structured Products
Drive business growth
Deliver educational sessions
Improve sales effectiveness
Contribute to marketing materials
Oversee day-to-day operations
Provide post-sale support
Manage product lifecycle
How You'll Work.
Team & Collaboration
Internal partnerships; Relationship managers; Investment advisors
Communication Scope
Advisory materials; Sales support
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. At Julius Baer, we empower our clients to achieve their most sophisticated financial aspirations through bespoke, insight-driven solutions. As a leading global wealth manager, we combine deep market expertise with an entrepreneurial spirit to deliver exceptional value, not only to our clients, but also to our people. We are seeking a driven and knowledgeable Structured Products Sales, to join our Global Products & Solutions (GPS) unit, in Zürich. In this pivotal role, you will act as a strategic partner to relationship managers and investment advisors, designing and promoting innovative, cross-asset structured solutions tailored to the unique objectives of ultra-high-net-worth clients. More than just a product expert, you will be a trusted enabler of client conversations, providing actionable ideas, anticipating market trends, and actively contributing to the growth and evolution of our structured products offering. This is a collaborative, front-office position where technical excellence meets commercial impact. You bring proven sales experience from a leading financial institution, possess strong analytical capabilities, and have a genuine passion for creating value through structured investments. Fluent in German and deeply familiar with the Swiss private banking landscape, you are equally committed to strengthening internal partnerships as you are to driving results. ## **YOUR CHALLENGE** * Contribute to the growth of the book, with a focus on the Swiss German markets * Provide expert advice to Relationship Managers and Investment Advisors on tailored investment solutions, with a focus on Structured Products, to meet client needs * Identify emerging market trends and develop innovative investment strategies to expand our client offe
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