Job Description

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.

Responsible for driving the implementation of new sales activities, acting as the liaison between the Relationship Managers in a market and the central Intermediaries colleagues, as well as the product and investment specialist teams. The Market Sales Manager plays a crucial role in supporting the Market, Group, and Team Heads in achieving the ambitious goals that the Intermediaries region has set for itself.

YOUR CHALLENGE

Client Management & Development

• Implement globally applicable sales standards and best practices

• Collaborate with Front leadership to set sales priorities, targets, and lead monthly sales meetings

• Develop and execute market-specific sales plans to drive financial growth

• Ensure effective client engagement through regular check-ins with Group and Team Heads, monitoring key performance indicators (KPIs), and addressing challenges

• Facilitate client reviews, account planning, and engagement strategies with Front leadership, Relationship Managers (RMs), and specialists

• Leverage data analytics to identify upselling opportunities and inform sales decisions

• Partner with internal Product Specialists to support RMs in driving business growth

• Coach and develop RMs to achieve financial goals, providing training and guidance on new products and solutions

• Manage ad-hoc tasks related to sales and client management

People Management

• Collaborate with diverse stakeholders across departments to drive initiatives

• Design and deliver "on-the-job" sales training programs for Relationship Managers (RMs), aligned with the global sales standard

• Engage with the Virtual Sales & Business Development community to facilitate knowledge sharing and contribute to sales-related discussions

YOUR PROFILE

Soft and Personal Skills

• Self-motivated with excellent time management skills, able to work independently while collaborating effectively in a team environment

• Excellent communication and interpersonal skills, with the ability to work with multiple stakeholders in a matrix organizational structure

• Strong sales and conceptual skills, with a customer-centric approach

• Proven ability to communicate complex ideas clearly and professionally

Professional and Technical Skills

• Strong understanding of banking products and services, particularly in Intermediaries

• Ability to implement target client offerings and pricing concepts

• Master's degree or higher education preferred

• At least 5 years' experience in the financial industry, ideally in Multi-Asset Class sales

• Proficiency in modern banking applications, Microsoft Office, and trading tools like Bloomberg

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site

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