CH10 - BJB Bank Julius Baer & Co. Ltd.
Business Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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Die KI-Suchmaschine für Jobs
JUJulius Baer
Intermediaries Digital Sales Manager(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Commercialization of digital ecosystems and Portfolio Management System partnerships for global wealth management intermediaries. Deep private banking industry knowledge and analytical story-lining skills required. Modern banking application proficiency and digital workflow optimization focus.
Anforderungen
- Above-average university degree, ideally Master's
- Industry experience or comparable qualification
- Deep private banking industry knowledge
- Strong analytical-conceptual and story-lining skills
- Proficiency in modern banking applications
- Knowledge of professional financial platforms
- Familiarity with PMS connectivity standards
- Outstanding presentation and communication skills
- Creative problem-solving and strong drive
- Excellent teamwork and can-do attitude
Aufgaben
- Accelerate global commercialization of the digital ecosystem
- Advise Intermediaries on in-house digital offerings
- Manage and advise on PMS partnerships
- Drive digital connectivity initiatives
- Support and optimize digital workflows
- Assess Intermediary needs for technology recommendations
- Evolve the advisory and consulting approach
- Create new digital consulting services
- Support Relationship Managers with client demos
- Deliver high-quality, client-specific proposals
- Identify digital upsell and cross-sell opportunities
- Drive adoption of in-house digital tools
- Identify enhancements for connectivity and usability
- Develop digital sales and offering concepts
- Support strategic projects for senior management
- Collaborate with Product and IT on integrations
- Manage PMS connectivity projects as a SME
- Onboard, test, and troubleshoot digital connections
- Maintain relationships with PMS and digital partners
- Evaluate the marketplace for relevant solution providers
- Deliver training on digital tools and reporting
- Create digital sales content for all audiences
- Support direct and indirect distribution strategies
- Promote adoption through communication and release notes
- Provide best-practice guidance for digital workflows
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Bloomberg
- FIX protocol
- API
- SFTP
- Portfolio Management Systems
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Regional Business Manager Emerging Markets(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
JUJulius Baer
Intermediaries Digital Sales Manager(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Commercialization of digital ecosystems and Portfolio Management System partnerships for global wealth management intermediaries. Deep private banking industry knowledge and analytical story-lining skills required. Modern banking application proficiency and digital workflow optimization focus.
Anforderungen
- Above-average university degree, ideally Master's
- Industry experience or comparable qualification
- Deep private banking industry knowledge
- Strong analytical-conceptual and story-lining skills
- Proficiency in modern banking applications
- Knowledge of professional financial platforms
- Familiarity with PMS connectivity standards
- Outstanding presentation and communication skills
- Creative problem-solving and strong drive
- Excellent teamwork and can-do attitude
Aufgaben
- Accelerate global commercialization of the digital ecosystem
- Advise Intermediaries on in-house digital offerings
- Manage and advise on PMS partnerships
- Drive digital connectivity initiatives
- Support and optimize digital workflows
- Assess Intermediary needs for technology recommendations
- Evolve the advisory and consulting approach
- Create new digital consulting services
- Support Relationship Managers with client demos
- Deliver high-quality, client-specific proposals
- Identify digital upsell and cross-sell opportunities
- Drive adoption of in-house digital tools
- Identify enhancements for connectivity and usability
- Develop digital sales and offering concepts
- Support strategic projects for senior management
- Collaborate with Product and IT on integrations
- Manage PMS connectivity projects as a SME
- Onboard, test, and troubleshoot digital connections
- Maintain relationships with PMS and digital partners
- Evaluate the marketplace for relevant solution providers
- Deliver training on digital tools and reporting
- Create digital sales content for all audiences
- Support direct and indirect distribution strategies
- Promote adoption through communication and release notes
- Provide best-practice guidance for digital workflows
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Bloomberg
- FIX protocol
- API
- SFTP
- Portfolio Management Systems
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Business Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Regional Business Manager Emerging Markets(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich