Bank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Full-timeOn-siteSenior
Zürich
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BABank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Bloomberg
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. 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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BABank Julius Baer & Co. Ltd.
Sales Manager Intermediaries(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Bloomberg
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. 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
Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
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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Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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