Sales Development Manager - Global Product & Solutions 80% -100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 160.000 - 210.000; Vollzeit

Zusammenfassung

Julius Baer is seeking a Sales Development Manager to support the Co-Heads of Global Asset Class Specialists within Global Products & Solutions. You will enable sales across asset classes, coordinate cross-asset initiatives, and drive strategic sales projects in a global wealth management setting.

The role emphasizes leadership through influence, stakeholder management, and delivery of insights, tools, and frameworks to empower sales teams in distributing investment solutions.

Qualifikationen

• Proven experience in sales, business development, product, or strategy-related roles within financial services with a focus on investment solutions.
• Strong exposure to multi-asset environments and sales organizations.
• Strong understanding of cross-assets solutions and knowledge about the competitive landscape and revenues drivers.
• Deep understanding of sales environments, KPI and distribution dynamics.
• Excellent stakeholder management and communication skills across seniority levels and functions.
• Demonstrated leadership experience, including matrix leadership, cross-functional coordination, or team mentoring.
• Proactive, ownership driven and execution focused.
• Collaborative and able to navigate complex organisational structures across locations and cultures.

Aufgaben

• Act as a central coordination and enablement function for sales teams across all asset classes.
• Drive enhancements of sales processes, tools, and workflows to improve efficiency and effectiveness.
• Develop and maintain sales materials, pitch frameworks, and product positioning in collaboration with GACS units.
• Facilitate knowledge sharing and promote best practices across sales teams.
• Serve as a key partner to GACS teams, ensuring alignment between asset class strategies and sales execution.
• Act as a sparring partner to the GACS Co-Heads on strategic priorities, planning, and operational execution.
• Coordinate cross-asset initiatives, thematic campaigns, and internal communication.
• Translate asset class strategies into actionable sales guidance and frameworks.
• Drive and contribute to strategic sales, business, and platform development initiatives (e.g., growth initiatives, market entry strategies, efficiency improvements) on behalf of GACS.
• Collaborate closely with GPS Strategy & Business Development and Front Management teams on cross-functional and bank's strategic projects.
• Design and implementation of new distribution approaches, campaigns, and client engagement models.
• Drive innovation in sales practices, processes, and commercial frameworks.
• Ensure clear communication and alignment across all relevant stakeholders within the bank.
• Engage with senior stakeholders and management committees to support decision-making and alignment.
• Prepare high-quality management updates, presentations, and decision-making materials for GACS leadership.
• Provide insights on sales performance, pipeline trends, and campaign outcomes.
• Translate performance data into actionable recommendations for GACS leadership team.
• Support business reviews and reporting processes in collaboration with GPS Business Management.
• Represent GACS in internal committees, working groups, and senior management forums.
• Act as a role model for integrity, professionalism, and client-centric behaviour.
• Provide guidance, mentoring, and coaching to junior colleagues and project team members where appropriate.
• Foster a culture of collaboration, accountability, and continuous improvement.

Kenntnisse

Sales experience

Business development

Product strategy

Financial services

Multi-asset sales

Jobbeschreibung

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. We are looking for a Sales Development Manager, to support our Co-Heads of Global Asset Class Specialists (GACS), within our Global Products & Solutions unit (GPS). The GACS team is home for the sales and solutions experts (structured products, alternatives, FICC, OTC, FX, and cross-assets), working directly with our internal and external clients. Acting as a sparring partner to the GACS Co-Heads, the role contributes to strategic priorities, cross-asset initiatives, and the ongoing development of the GACS organization. This role exercises leadership through influence, coordination, and execution in a global environment. The Sales Development Manager plays a central role in driving and enhancing sales effectiveness, initiatives, and strategic projects, across all asset classes. This role requires top notched stakeholders' management and the capacity to steer internal coordination, sales management, and commercial enablement, ensuring that sales teams are equipped with the appropriate tools, insights, and frameworks to effectively position and distribute investment solutions.

YOUR CHALLENGE

Sales Enablement & Support

• Act as a central coordination and enablement function for sales teams across all asset classes
• Drive enhancements of sales processes, tools, and workflows to improve efficiency and effectiveness
• Develop and maintain sales materials, pitch frameworks, and product positioning in collaboration with GACS units
• Facilitate knowledge sharing and promote best practices across sales teams

GACS Partnerships & Coordination

• Serve as a key partner to GACS teams, ensuring alignment between asset class strategies and sales execution
• Act as a sparring partner to the GACS Co-Heads on strategic priorities, planning, and operational execution
• Coordinate cross-asset initiatives, thematic campaigns, and internal communication
• Translate asset class strategies into actionable sales guidance and frameworks

Sales Initiatives & Projects

• Drive and contribute to strategic sales, business, and platform development initiatives (e.g., growth initiatives, market entry strategies, efficiency improvements) on behalf of GACS
• Collaborate closely with GPS Strategy & Business Development and Front Management teams on cross-functional and bank's strategic projects
• Design and implementation of new distribution approaches, campaigns, and client engagement models
• Drive innovation in sales practices, processes, and commercial frameworks

Stakeholder Management & Governance

• Ensure clear communication and alignment across all relevant stakeholders within the bank
• Engage with senior stakeholders and management committees to support decision-making and alignment
• Prepare high-quality management updates, presentations, and decision-making materials for GACS leadership

Reporting & Performance Steering

• Provide insights on sales performance, pipeline trends, and campaign outcomes
• Translate performance data into actionable recommendations for GACS leadership team
• Support business reviews and reporting processes in collaboration with GPS Business Management

Representation & Culture

• Represent GACS in internal committees, working groups, and senior management forums
• Act as a role model for integrity, professionalism, and client-centric behaviour
• Provide guidance, mentoring, and coaching to junior colleagues and project team members where appropriate
• Foster a culture of collaboration, accountability, and continuous improvement

YOUR PROFILE

• Proven experience in sales, business development, product, or strategy-related roles within financial services with a focus on investment solutions
• Strong exposure to multi-asset environments and sales organizations
• Strong understanding of cross-assets solutions and knowledge about the competitive landscape and revenues drivers
• Deep understanding of sales environments, KPI and distribution dynamics
• Excellent stakeholder management and communication skills across seniority levels and functions
• Demonstrated leadership experience, including matrix leadership, cross-functional coordination, or team mentoring
• Proactive, ownership driven and execution focused
• Collaborative and able to navigate complex organisational structures across locations and cultures
• Client centric mindset with long term value creation focus
• Strong strategic thinking combined with sound commercial acumen
• High degree of integrity, regulatory awareness, and risk consciousness
• Strong analytical skills with the ability to synthesize complex information and support decision-making
• Structured, solution-oriented, and resilient working style in a fast-paced environment

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees.

We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.