Regional Cs&e Intermediaries

vor 6 Monaten

Zurich, Schweiz Julius Baer Vollzeit

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Julius Baer has one of the largest and most highly respected franchises for Intermediaries globally, an operation that has been part of the Bank’s core business for over 35 years. Going forward, we seek to reinforce our position as a pre-eminent partner for intermediaries in Switzerland, Asia and selected core markets, making us a provider of excellent and personal client service, value-added solutions and capabilities, and highly efficient operational support.

**YOUR CHALLENGE**:
**Client Management & Development**
- Play an active role in implementing globally applicable sales standards
- Engage pro-actively with Front leadership to define sales priorities, align on targets for the front teams and run corresponding monthly sales meetings
- Orchestrate Market sales implementation plan, including planning and running predefined sales initiatives to support the overall financial targets
- Play active role in ensuring Intermediaries client engagement approach is implemented, by actively engaging with Group and Team Heads on status and focus areas, successes, and hurdles on a recurring basis; this includes monitoring of client related KPIs (esp. defined revenue levers)
- Facilitate systemic client reviews, account planning, and client engagement in close collaboration with Front leadership, RMs and specialists
- Ensure the use of data driven analytical tools to identify upselling potentials based on target client definition, trading behavior and local situations
- Coordinate and align with internal Product Specialists to support the RMs in doing business
- Coach and challenge RMs to achieve the financial goals of the Market. Organise training sessions to showcase new product solutions / ideas
- Manage ad-hoc tasks related to sales & client management

**People Management**
- Ability to work with various stakeholders from all departments across the organization and lead initiatives within Regional CS&E Intermediaries & FO
- Implementing and maintaining adequate RM “on-the-job” sales training in close collaboration with the general sales up-skilling training concept established (i.e., one global sales standard)
- Get involved in the Virtual Sales & Business Development community by promoting mutual exchange and contributing to sales topics

**YOUR PROFILE**:
**Professional and technical skills**:

- Higher education, preferably a master’s degree
- At least 5 years’ experience in the financial industry preferably in a Multi-Asset Class sales function
- Deep knowledge of the private banking industry in general and the Intermediaries industry in particular
- Excellent understanding of banking products and services with focus on Intermediaries
- Ability to implement concepts related to target client offering and pricing
- Proficiency in German and English is required with additional languages (esp. Italian) of benefit

**Soft and personal skills**:

- Excellent conceptual and sales skills
- Should be able to work well in a matrix organisational structure with many different stakeholders
- Communicates in a concise, competent and professional manner
- Excellent team player that is easy to collaborate with
- Strong sense of timeline responsibility and ability to multi-task

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