CH10 - BJB Bank Julius Baer & Co. Ltd.
Business Manager Intermediaries(m/w/x)
Full-timeOn-siteSenior
Zürich
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JUJulius Baer
Intermediaries Digital Sales Manager(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
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
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
Work Experience
- approx. 4 - 6 years
Education
- Master's degree
Languages
- English – Business Fluent
- German – Basic
- French – Basic
- Italian – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
- FIX protocol
- API
- SFTP
- Portfolio Management Systems
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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JUJulius Baer
Intermediaries Digital Sales Manager(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
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
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
Work Experience
- approx. 4 - 6 years
Education
- Master's degree
Languages
- English – Business Fluent
- German – Basic
- French – Basic
- Italian – Basic
Tools & Technologies
- Microsoft Office
- Bloomberg
- FIX protocol
- API
- SFTP
- Portfolio Management Systems
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?
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Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Full-timeOn-siteSeniorZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperiencedZürich