Structured Product Advisor M/F

We are seeking a dynamic and highly experienced Structured Products Specialist to join our Advisory Solutions team. This is a pivotal role for an individual who thrives in a client-centric, fast-paced environment and is passionate about delivering tailored investment solutions across equity-linked and fixed income structured products.

Key Responsibilities

• Structure, price, and execute a comprehensive range of equity-linked and fixed income structured products, ensuring solutions are aligned with client objectives and current market trends.
• Partner closely with relationship managers, sales teams, trading desks, and clients to identify opportunities and deliver bespoke investment strategies.
• Analyze market developments to originate and present innovative investment ideas.
• Prepare and deliver product presentations, term sheets, payoff analyses, and risk scenario assessments for internal and external stakeholders.
• Oversee the full lifecycle management of structured products, including monitoring, hedging, and proactive client servicing.
• Develop, enhance, and maintain pricing tools, templates, and automation processes using VBA and Excel macros.
• Ensure strict adherence to internal controls, regulatory requirements, and robust product governance standards.
• Collaborate with legal, compliance, operations, and risk management teams to ensure seamless product delivery and risk mitigation.
• Service and perform trade-related tasks, including margin checks and trade input, for Direct Access Clients and External Asset Managers.
• Contribute to team knowledge sharing and continuous process improvement initiatives.
• Assume any other tasks as assigned.

Requirements

• Bachelor’s degree or equivalent in Finance, Economics, Mathematics, Engineering, or a related discipline.
• 8–10 years of relevant experience in structured products, treasury advisory, capital markets, or investment solutions, preferably within a private banking or institutional environment.
• Familiarity with pricing platforms such as Bloomberg and other market data systems.
• CFA or other relevant professional qualifications are an asset.
• Deep understanding of equity-linked structures, fixed income solutions, and derivative-based investment products.
• Proficiency in Microsoft Excel, including VBA programming and macro development.
• Strong analytical and quantitative skills with meticulous attention to detail.
• Excellent communication, presentation, and stakeholder management abilities.
• Ability to work effectively under pressure and manage multiple priorities in a client-oriented environment.
• Prior experience or working knowledge in FX dealing or FX structured solutions is a strong advantage.
• English proficiency is required; the ability to read and write Chinese is advantageous.

Indosuez Wealth Management has a solid foundation in Asia and combines regional expertise with the global network of Indosuez Wealth Management and the Crédit Agricole group. The group is committed to diversity and inclusion, and all positions are open to people with disabilities.