Sales Enabler Specialist

2 weeks ago


Singapore Julius Baer Group Full time

At Julius Baer, we celebrate and value the unique qualities you bring, enabling you to make a significant impact, be enterprising, feel empowered, and generate value beyond mere wealth accumulation. Let's collaborate to shape the future of wealth management together.

YOUR CHALLENGE

Key Responsibilities:

  • Analyze and prioritize trade ideas, product launches, and campaigns from different teams within IWMS, markets, and lending functions
  • Engage with Front RM's in each location to drive consensus and enhance NNM, volumes, and revenues
  • Identify target clients, activate dormant accounts, and assist RM's in expanding client relationships
  • Review sales activities to assess traction and impact
  • Collaborate with the Front to develop tailored solutions
  • Proactively gather front-end ideas and requirements for specialized solutions
  • Work with key stakeholders to ensure alignment and efficient solutioning
  • Coordinate portfolio reviews for clients with AUM below CHF 10 Mio and key PSR clients
  • Support RMs in implementing recommended portfolio actions
  • Partner with BD, RM, Mandate, and Financial Advisors to enhance DM penetration
  • Drive engagement with BD & RM on Fund switch recommendations
  • Provide general support by sharing updates on markets and educational demand at the front
  • Collect and distribute best practices and success stories from various businesses and regions

YOUR PROFILE

Desired Qualifications:

  • Demonstrated ability to adapt to diverse situations and work effectively with individuals from various backgrounds
  • Friendly, trustworthy, and discreet with a strong risk awareness
  • Proactive, independent, with a positive can-do attitude
  • Excellent communication skills and a commitment to excellence
  • Team player with high personal integrity and ethical standards
  • Bachelor's Degree in Finance, Economics, or related field
  • 7-10 years of experience working with RM's and expertise in multiple asset classes
  • Knowledge of CACS Papers 1 and 2
  • Proficiency in Microsoft Office applications

We look forward to receiving your comprehensive job application through our online portal. Explore more exciting career opportunities on our official Career site.



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