Sales Enabler Specialist

2 days ago

Singapore Julius Baer Full time

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.

The Sales Enabler Specialist systematically involves front demand into sales approach for Global NRI representatives supporting all 4 locations - Singapore, Dubai, Hong Kong & Zurich. The objective is to create a community to act as a connect between Front and key stakeholders across IWMS, Markets, lending to build consensus and commercialise trade ideas, campaigns & launch of key initiatives. The focus is to drive increased alignment across the bank and drive scale as well as leverage optimally the resources and solutions made available.

**YOUR CHALLENGE**:
**Shortlisting & commercialising published trade ideas across asset classes**
- Analyse trade ideas, product launches, campaigns from various teams within IWMS, markets, Lending functions published, daily, weekly & Ad hoc
- Shortlist key ideas to focus on. Engage proactive with Front RM’s in each location & drive consensus to help scale NNM, volumes and revenues
- Identify possible target clients - activate dormant / inactive clients as well as identify suitable clients for key RM’s to take the solution to. Assist RM’s to drive penetration & deepening of client share of wallet
- Review of sales activities to identify traction & reach on these

**Work with Front on bespoke solutions**
- Proactively collect front ideas and need for special solutions
- Work with key stakeholders across IWMS, Markets, lending to facilitate alignment & solutioning

**Facilitating Portfolio reviews for Clients**
- Co-ordinating portfolio reviews for < CHF 10 Mio AUM and also key PSR clients (identified & shortlisted through team heads) with IWMS Portfolio reviews Asia & ZH team
- Monitor/help RMs on implementation of suggested ideas via client portfolio action

**Driving Recurring revenue initiatives**
- Partner with Business Development (BD), RM, Mandate & Financial Advisors to increase DM penetration
- Drive engagement with BD&RM on Fund switch recommendations from IWMS

**Generic support to Front**
- Collate & share periodic updates on markets & educational demand at the front - for eg India connectivity & awareness building
- Collect and share “best practices” and “success stories” from other businesses & regions

**YOUR PROFILE**:
**Personal and Social**
- Excellent situational adaptability (able to work with RMs, IA’s & key stakeholders from diverse backgrounds)
- Friendly, trustworthy, and discreet personality with a high level of risk awareness
- Proactive and independent work approach
- Positive “can do” attitude and approaches challenges with an open mind
- Takes on extra responsibilities at own initiative
- Exceptional communication skills and can communicate in a friendly, competent and professional manner
- Aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo
- Team player High personal integrity and ethical behaviour
-

**Professional and Technical**
- A good Bachelor’s Degree in Finance, Economics or related discipline
- At least 7-10 years experience working with RM’s & possess sound understanding of multiple asset class investment strategies - Fixed Income, Equities, Structured Products, FX
- CACS Papers 1 and 2

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