Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JU
Julius BaerIntermediaries Digital Sales Manager(m/w/x)
Zürich
Full-timeOn-siteSenior
Description
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Education
Master's degree
Work Experience
approx. 4 - 6 years
Tasks
- •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
Tools & Technologies
Microsoft OfficeBloombergFIX protocolAPISFTPPortfolio Management Systems
Languages
English – Business Fluent
German – Basic
French – Basic
Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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- Julius Baer
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JU
Julius BaerIntermediaries Digital Sales Manager(m/w/x)
Zürich
Full-timeOn-siteSenior
New Job?Nejo!
The AI Job Search Engine
Description
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Education
Master's degree
Work Experience
approx. 4 - 6 years
Tasks
- •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
Tools & Technologies
Microsoft OfficeBloombergFIX protocolAPISFTPPortfolio Management Systems
Languages
English – Business Fluent
German – Basic
French – Basic
Italian – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
UHNW Specialist in UHNW Competence Centre(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Regional Business Manager Emerging Markets(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
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Sales and Relationship Manager(m/w/x)
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