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\xe2\x80\x99s shape the future of wealth management together.

Responsible for quoting and execution of structured product orders, keeping operational losses to a minimum.

YOUR CHALLENGE

GENERAL DESCRIPTION

The Structured Products Advisory Specialist is member of the Solutions & Sales \xe2\x80\x93 Structured Products (SG) team and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Solutions & Sales \xe2\x80\x93 Structured Products (SG). He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The incumbent shall ensure the fast and accurate quoting and execution of structured product orders, keeping operational losses to a minimum. He/she shall provide proactive end-to-end structured products advisory services to Front staff with a focus on investment performance and client needs. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

The Structured Products Advisory Specialist reports to Head Solutions & Sales \xe2\x80\x93 Structured Products (SG).

KEY FEATURES OF THE POSITION

People Management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
• Motivate and provide guidance/feedback to other team members to improve overall performance

Client Management (internal & external)

• Fast and precise management and handling of pricing and structuring requests, trade execution and bookings, order management and lifecycle management
• Provide tailored end-to end structured products advisory services to Front staff (i.e. market analysis, trade ideas, strategies formulation, pricing and structuring) in Morning Meetings and Relationship Manager one-to-one and team meetings
• Regular consultation with Front representatives to be kept updated of clients\xe2\x80\x99 needs/demands and take appropriate measures to fulfil them, where relevant
• Support Relationship Managers in Client meetings

Business Management

• Work to fulfil the ambitions of the team defined by Head Solutions & Sales \xe2\x80\x93 Structured Products (SG)
• Regular review of the function\xe2\x80\x99s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• Ensure that all approvals have been obtained for new counterparties prior to the commencement of trading
• Regular assessment of the function\xe2\x80\x99s practices to mitigate associated risks arising out of and relating to the said function
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Able to work independently and in a global team setup to take on initiatives with a positive attitude
• Client-centric approach for all deliverables
• Able to quickly troubleshoot problems and provide effective solutions
• Fast learner and able to work under pressure to meet tight deadlines
• Good communication/coordination skills to deal with different levels of stakeholders
• Highly motivated with integrative personality

Professional and Technical

• Relevant higher educational and professional background with 5 - 8 years of relevant working experience
• Deep knowledge of structured products (equity, rates, credit and FX products)
• Represent the Bank\xe2\x80\x99s and shareholders\xe2\x80\x99 interests at all times
• Ability to provide advisory to the business
• Strong commercial judgement, business acumen and broad understanding of the financial market and products
• Experience in working on cross asset solutions for ultra-high-networth-clients is an advantage
• Knowledge in Excel VBA is a plus to help the team in automation

Regulatory

• MAS licensed representative
• Familiar with regulatory expectations and requirements
• Cross border rules and regulations
• CACS Paper 1 & 2 and FMRP a must and preferably with CMFAS Module 1A, 5, 6A

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