Structured Product Advisor M/F

Indosuez Wealth Management; Hinoba-an; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

Indosuez Wealth Management seeks a seasoned Structured Products Specialist to join Advisory Solutions. The role centers on designing, pricing, and executing equity-linked and fixed income products aligned with client objectives and market trends.

You will collaborate with relationships, sales, trading, and clients to craft bespoke investment ideas, deliver presentations, and manage risk and governance. Strong Excel/VBA skills and 8–10 years of relevant experience are expected.

Qualifications

• Bachelor degree in Finance, Economics, Mathematics, Engineering or related discipline.
• 8-10 years of experience in structured products, treasury advisory, capital markets, or investment solutions.

Responsibilities

• Structure, price, and execute equity-linked and fixed income structured products.
• Partner with relationship managers, sales, trading desks, and clients to deliver bespoke strategies.
• Analyze market developments to originate innovative investment ideas.
• Prepare and deliver product presentations, payoff analyses and risk scenarios.
• Oversee lifecycle management including monitoring, hedging and proactive client servicing.
• Develop and maintain pricing tools, templates, and automation via VBA and Excel macros.
• Ensure compliance with internal controls and regulatory requirements.
• Collaborate with legal, compliance, ops, and risk management for seamless delivery.
• Service trade-related tasks for Direct Access Clients and EAMs.
• Contribute to knowledge sharing and process improvements.
• Assume other tasks as assigned.

Skills

Pricing expertise

Excel VBA

Financial modeling

Stakeholder mgmt

Analytical skills

Communication skills

FX knowledge

Chinese reading

Education

Bachelor's degree in Finance or related field

CFA designation (asset)

Tools

Bloomberg

Job description

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 cross-functional teams, including legal, compliance, operations, and risk management, to ensure seamless product delivery and risk mitigation.
• Service and perform trade-related tasks (margin checks, trade input, etc.) for Direct Access Clients and External Asset Managers (EAMs).
• Contribute to team knowledge sharing and continuous process improvement initiatives.
• Assume any other tasks as assigned.

Geographical area

City

Bachelor Degree / BSc Degree or equivalent

Degree in Finance, Economics, Mathematics, Engineering, or a related discipline.

Level of minimal experience

6-10 years

Experience

8-10 years of relevant experience in structured products, treasury advisory, capital markets, or investment solutions, preferably within a private banking or institutional environment.

Required skills

• Familiarity with pricing platforms (e.g., Bloomberg) and other market data systems.
• CFA or other relevant professional qualifications will be considered an asset.
• Deep understanding of equity-linked structures, fixed income solutions, and derivative-based investment products.
• Proficiency in Microsoft Excel, with demonstrable experience in VBA programming and macro development.
• Strong analytical and quantitative skills with meticulous attention to detail.
• Excellent communication, presentation, and stakeholder management abilities.
• Proven 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.
• Proficiency in English is required and the ability to read and write Chinese would be an advantage as to support business from North Asia markets and Chinese speaking clients (China, HK and Taiwan).

General information

Entity

Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.