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
Driving wealth management sales strategy and global standards implementation. Strong sales and stakeholder management skills required. Collaboration with Front leadership and liaison between RMs and Intermediaries.
Requirements
- Self-motivation and time management skills
- Independent work and team collaboration
- Communication and interpersonal skills
- Stakeholder management in matrix organization
- Strong sales and conceptual skills
- Customer-centric approach
- Clear and professional communication of complex ideas
- Understanding of banking products and services
- Understanding of Intermediaries
- Implementation of target client offerings
- Implementation of pricing concepts
- Master's degree or higher education
- At least 5 years' financial industry experience
- Multi-Asset Class sales experience
- 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
- Drive financial growth through market-specific sales plans
- Ensure effective client engagement with regular check-ins
- Monitor key performance indicators (KPIs)
- Address client challenges
- Facilitate client reviews and account planning
- Develop engagement strategies with Front leadership and RMs
- Leverage data analytics for 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 sales and client management tasks
- 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 sales-related 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
Driving wealth management sales strategy and global standards implementation. Strong sales and stakeholder management skills required. Collaboration with Front leadership and liaison between RMs and Intermediaries.
Requirements
- Self-motivation and time management skills
- Independent work and team collaboration
- Communication and interpersonal skills
- Stakeholder management in matrix organization
- Strong sales and conceptual skills
- Customer-centric approach
- Clear and professional communication of complex ideas
- Understanding of banking products and services
- Understanding of Intermediaries
- Implementation of target client offerings
- Implementation of pricing concepts
- Master's degree or higher education
- At least 5 years' financial industry experience
- Multi-Asset Class sales experience
- 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
- Drive financial growth through market-specific sales plans
- Ensure effective client engagement with regular check-ins
- Monitor key performance indicators (KPIs)
- Address client challenges
- Facilitate client reviews and account planning
- Develop engagement strategies with Front leadership and RMs
- Leverage data analytics for 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 sales and client management tasks
- 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 sales-related 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
Julius Baer is a global wealth management firm focused on shaping the future of wealth management.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
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Full-timeOn-siteSeniorZürich - Julius Baer
Intermediaries Digital Sales Manager(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Business Manager Intermediaries(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Structured Products PB Sales(m/w/x)
Full-timeOn-siteExperiencedZürich