Client Relationship Officer

4 days ago

Singapore Leonteq AG Full time

WHO WE ARE

Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees.

Leonteq generated turnover of CHF 27.6 billion and posted total operating income of CHF 238.5 million in 2024. As of 31 December 2024, Leonteq's shareholders' equity totalled CHF 803.8 million.

Leonteq has an investment grade rating from the rating agencies Fitch Ratings Ltd. and Japan Credit Rating Agency, Ltd., who have evaluated and assigned ratings to Leonteq AG and Leonteq Securities AG, respectively. Furthermore, Leonteq has ESG ratings from both MSCI as well as Sustainalytics.

Leonteq is listed on the SIX Swiss Exchange (SIX: LEON) and is a securities firm regulated by the Swiss Financial Market Authority FINMA and is a member of the Swiss Structured Product Association.

About the role

At Leonteq, we are a leading player in the financial industry, renowned for our innovative approaches, our commitment to excellence and our entrepreneurial spirit. Our organisational values people together, passion, dedication, quality and expertise are our guiding north star.

What you'll do
- Support the business needs of the sales team, including pricing of client requests, trade execution and booking for various derivative products in coordination with Structuring & Trading.
- Administer the client onboarding process and client setups.
- Provide after-sales support including client reporting, trade lifecycle management, and resolving post-trade issues.
- Build and maintain strong relationships with internal stakeholders (trading, structuring, legal, compliance, operations).
- Maintain accurate client interaction records and contribute to CRM reporting and sales analytics.
- Support sales in preparation and customization of product presentations, pitch books, term sheets, and marketing materials.

What you'll need
- Bachelor’s degree in Finance, Economics, Business, Engineering, Mathematics or a related discipline.
- Minimum 1-3 years of experience in financial services, preferably in structured products, sales support, or a front-office role.
- Understanding of Derivatives: Solid foundational knowledge of structured products (e.g., equity-linked notes, credit-linked notes, dual currency deposits, autocallables, etc.).
- Bloomberg / Excel / PowerPoint Proficiency: Ability to use Bloomberg for data retrieval and Excel for financial modeling; PowerPoint for effective presentation development.
- Trade Lifecycle Knowledge: Familiarity with the end-to-end trade process - from execution to settlement and documentation.
- Client-Focused Attitude: Strong commitment to delivering high-quality service to clients, both internal and external.
- Team Player: Collaborative approach with colleagues across sales, trading, structuring, legal, and operations.
- Communication Skills: Excellent verbal and written communication skills in English. Fluency in Mandarin or another Asian language is a plus, due to regional client coverage.
- Proactiveness: Initiative-taker with a keen interest in capital markets and a desire to grow professionally.

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