Job offer
Sales Manager, Intermediaries (Full-Time) (f/m/d)
The Julius Baer Group is seeking a Sales Manager for Intermediaries (full-time position) in Zurich who will be responsible for implementing sales plans and driving business growth. The ideal candidate will have at least 5 years of experience in the financial industry, particularly in multi-asset-class sales.
Tasks
- Implementation and execution of market-specific sales plans to drive business growth
- Ensuring effective customer retention through regular communication with group and team leaders, monitoring key performance indicators (KPIs), and addressing challenges
- Streamlining customer reviews, account planning, and retention strategies with front-line managers, relationship managers (RMs), and specialists
- Using data analysis to identify sales opportunities and support sales decisions
- Collaborate with internal product specialists to help RMs drive business growth
- Coaching and development of RMs to help them achieve financial goals, including training and guidance on new products and solutions
- Management of ad hoc tasks related to sales and customer management
Requirements
Soft Skills and Personal Skills
- Self-motivated with excellent time management skills, able to work independently and collaborate 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-focused approach
- Proven ability to communicate complex ideas clearly and professionally
Professional and Technical Skills
- Strong understanding of banking products and services, particularly in the area of intermediaries
- Ability to implement offers and pricing strategies tailored to target customers
- Master's degree or higher education preferred
- At least 5 years of experience in the financial industry, ideally in multi-asset-class sales
- Proficiency in modern banking applications, Microsoft Office, and trading tools such as Bloomberg
We offer
No information available.Job details