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JUJulius Baer

Intermediaries Digital Sales Manager(m/w/x)

Zürich
Full-timeOn-siteSenior
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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
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