Senior Client Relationship Officer

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
- Proactively develop and maintain client relationships across private banks, asset managers and multi-family offices, supporting the onboarding processes.
- Originate, structure, and distribute tailored structured products across asset classes including equities, interest rates, FX, credit, and hybrids.
- Take full ownership of the sales process, from origination to pricing, trade execution and trade booking for various derivative products, in coordination with Structuring & Trading. This includes post-trade client servicing, maintenance of structured products in the booking systems and risk reporting.
- Lead client meetings, product presentations, roadshows, and investment seminars to promote structured solutions.
- Collaborate closely with structuring, trading, legal, and compliance teams to structure bespoke investment ideas or replicate new or complex payoffs and ensuring smooth execution.
- Monitor client portfolios and market conditions to identify new cross-selling and hedging opportunities.
- Stay informed of global market trends, regulatory changes, and competitive landscape to inform client strategies.
- Mentor and guide junior sales team members and support staff to enhance team performance and product knowledge.

What you'll need
- Bachelor’s or Master’s degree in Finance, Economics, Engineering, Mathematics, or related discipline.
- Minimum 8-12 years of relevant experience in structured product sales within a global investment bank or a leading private bank.
- Proven client base and revenue track record.
- Excellent presentation skills and an entrepreneurial mindset.
- Deep Product Knowledge: In-depth understanding of structured products and derivatives across multiple asset classes (autocallables, credit-linked notes, barrier options, quanto structures, hybrids, etc.) with a solid grasp of derivatives Greeks and payoff dynamics.
- Risk & Pricing Tools: Experience with pricing and risk platforms (e.g., Bloomberg, Numerix, internal pricers).
- Strategic Relationship Management: Strong interpersonal and communication skills to build long-term trust with clients and internal stakeholders, with ability to influence client investment decisions and negotiate terms internally and externally.
- Multilingual Advantage: Fluency in English required. Mandarin or another Asian language is a strong advantage, due to client coverage responsibilities.