Structured Products Sales Support

Evooq SA; Zürich; Hybrid; CHF 55.000 - 75.000; Vollzeit

Zusammenfassung

Evooq SA seeks a Self-motivated, recent graduate Sales Support professional to oversee structured products transactions on the ELUS platform. You will act as the main liaison for internal teams and external clients, ensuring smooth execution and timely settlement.

Fluency in English and German is required. You will support the sales team, review term sheets, and prepare weekly investment summaries for clients, contributing to efficient post-trade processes.

Qualifikationen

• Fluent in English and German.
• Recent graduate seeking a Sales Support role.
• Experience or ability to work with a platforms-driven workflow.

Aufgaben

• Manage the full lifecycle of structured products transactions, from initial pricing and execution through to post-trade processes.
• Act as the primary point of contact for internal teams and external clients, offering first-line support on trade-related and technical matters, and ensuring timely settlement.
• Handle client requests linked to primary and secondary market activities, maintaining strong client relationships.
• Assist the sales team by following up with clients, reviewing term sheets, and communicating with issuers and custodian banks.
• Compile and analyze trade execution data and prepare weekly investment summaries for clients.

Kenntnisse

English fluency

German fluency

Recent graduate

Platform-savvy

Jobbeschreibung

Evooq is the operating system for modern wealth management. We bring risk analytics, investment advice, structuredproductsand compliance into a single, seamless flow — so wealth managers can focus on clients, not complexity. Trusted worldwide by some of the most demanding financial institutions, including global, private, cantonal and investment banks, as well as leading independent asset managers across Europe and Asia. We’rea fast-growing Swiss software company on a mission to make the hardest parts of wealth management feel effortless.

Our product suite spans theEvooqWealth Platform for banks,Elusfor structured products, andEdgelabfor multi-asset risk analytics. Ifyou’veever wanted to sell technology that genuinely changes how financial institutionsoperate— this is it.

Job Description

Now we’re looking for you: a Self motivated, recent graduate Sales Support professional with platform savvy and a hands-on mindset to oversee structured products transactions on our ELUS platform.

You must be fluent in English and German to be considered for this position.

What you'll do as a Structured Products Sales Support:

• Manage the full lifecycle of structured products transactions, from initial pricing and execution through to post-trade processes, including brokerage coordination.
• Act as the primary point of contact for both internal teams and external clients, offering first-line support on trade-related and technical matters, as well as ensuring timely settlement.
• Handle client requests linked to both primary and secondary market activities, ensuring smooth order processing and maintaining strong client relationships.
• Assist the sales team by following up with clients, reviewing term sheets, and managing communication with issuers and custodian banks.
• Compile and analyze trade execution data, monitor financial markets and industry developments to identify potential opportunities, and prepare weekly investment summaries (RUNs) for clients.

What you'll need as a Structured Products Sales Support:

• Research and resolve queries raised by external vendors and partners.
• Take ownership of incidents, respond directly to clients, and manage resolutions end-to‑end.
• Deliver professional support in technical troubleshooting, helping users resolve system-related issues effectively.
• Identify root causes of recurring problems and provide clear, step-by-step solutions.
• Offer feedback to enhance internal processes and contribute ideas for improving product performance and user experience.

Our Culture

We believe in doing the hardworkso our clientsdon’thave to. That same philosophy applies internally: we remove friction, trust our people, and move fast.You’llfind an intellectually rigorous, low-ego team that cares deeply about the craft of building great software — and about the real-world impact it has on the wealth management industry.

About us

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.