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

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