Bank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Full-timeOn-siteSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BABank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Implementing new sales activities for wealth management, liaising between RMs and Intermediaries. Strong sales and conceptual skills required. Collaboration with Front leadership on sales priorities.
Anforderungen
- Self-motivation and time management skills
- Independent work and team collaboration
- Communication and interpersonal skills
- Ability to work with multiple stakeholders
- Strong sales and conceptual skills
- Customer-centric approach
- Clear and professional communication of complex ideas
- Understanding of banking products and services
- Understanding of Intermediaries
- Ability to implement target client offerings
- Ability to implement pricing concepts
- Master's degree or higher education
- At least 5 years' financial industry experience
- Experience in Multi-Asset Class sales
- Proficiency in modern banking applications
- Proficiency in Microsoft Office
- Proficiency in trading tools like Bloomberg
Aufgaben
- Drive implementation of new sales activities
- Liaise between Relationship Managers and central Intermediaries
- Support Market, Group, and Team Heads in achieving goals
- Implement globally applicable sales standards and best practices
- Collaborate with Front leadership to set sales priorities and targets
- Lead monthly sales meetings
- Develop and execute market-specific sales plans
- Ensure effective client engagement through regular check-ins
- Monitor key performance indicators (KPIs)
- Address client challenges
- Facilitate client reviews and account planning
- Develop engagement strategies with Front leadership and specialists
- Leverage data analytics to identify upselling opportunities
- Inform sales decisions with data analytics
- Partner with Product Specialists to support RMs
- Coach and develop RMs to achieve financial goals
- Provide training and guidance on new products and solutions
- Manage ad-hoc tasks related to sales and client management
- Collaborate with diverse stakeholders across departments
- Design and deliver on-the-job sales training programs
- Engage with the Virtual Sales & Business Development community
- Facilitate knowledge sharing and contribute to sales discussions
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Bloomberg
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Bank Julius Baer & Co. Ltd. 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.
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BABank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Implementing new sales activities for wealth management, liaising between RMs and Intermediaries. Strong sales and conceptual skills required. Collaboration with Front leadership on sales priorities.
Anforderungen
- Self-motivation and time management skills
- Independent work and team collaboration
- Communication and interpersonal skills
- Ability to work with multiple stakeholders
- Strong sales and conceptual skills
- Customer-centric approach
- Clear and professional communication of complex ideas
- Understanding of banking products and services
- Understanding of Intermediaries
- Ability to implement target client offerings
- Ability to implement pricing concepts
- Master's degree or higher education
- At least 5 years' financial industry experience
- Experience in Multi-Asset Class sales
- Proficiency in modern banking applications
- Proficiency in Microsoft Office
- Proficiency in trading tools like Bloomberg
Aufgaben
- Drive implementation of new sales activities
- Liaise between Relationship Managers and central Intermediaries
- Support Market, Group, and Team Heads in achieving goals
- Implement globally applicable sales standards and best practices
- Collaborate with Front leadership to set sales priorities and targets
- Lead monthly sales meetings
- Develop and execute market-specific sales plans
- Ensure effective client engagement through regular check-ins
- Monitor key performance indicators (KPIs)
- Address client challenges
- Facilitate client reviews and account planning
- Develop engagement strategies with Front leadership and specialists
- Leverage data analytics to identify upselling opportunities
- Inform sales decisions with data analytics
- Partner with Product Specialists to support RMs
- Coach and develop RMs to achieve financial goals
- Provide training and guidance on new products and solutions
- Manage ad-hoc tasks related to sales and client management
- Collaborate with diverse stakeholders across departments
- Design and deliver on-the-job sales training programs
- Engage with the Virtual Sales & Business Development community
- Facilitate knowledge sharing and contribute to sales discussions
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Bloomberg
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Bank Julius Baer & Co. Ltd. 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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company focuses on wealth management and aims to create value beyond wealth.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
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