Regional CS&E Intermediaries & FO Market Sales Manager 80% - 100% (w/m/d)

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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.

The Market Sales Manager plays a crucial role in supporting the Market, Group, and Team Heads in achieving the ambitious goals the Intermediaries region has set out for itself. The chosen candidate drives the implementation of new sales activities and acts as the liaison between the Team Heads / Relationship Managers in the Markets, the central colleagues in the Regional Client Strategy & Experience (CS&E) Intermediaries & FO, and the product & investment specialist teams at Julius Baer.

The successful candidate will report to the Head Marketing & Sales Regional CS&E Intermediaries & FO.

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

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

• Excellent proficiency in using modern banking applications and Microsoft Office applications, Bloomberg and other trading tools a plus

• Proficiency in German and English is required with additional languages (esp. Italian) of benefit

Soft and personal skills:

• The candidate should be capable of working independently with minimal supervision and yet be collaborative in order to draw from the firm’s wealth of experience and expertise

• 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

• The candidate should have a hands-on mentality

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