Intermediaries Digital Sales Manager 100% (f/m/d)

Julius Baer

Digital ecosystem for intermediaries
Promoting in-house digital offering
Advising on pms partnerships
The Intermediaries Sales & Client Solutions team plays a key role in delivering on the ambitious strategic objectives of the Intermediaries division

Job Summary

  • The Intermediaries Sales & Client Solutions team plays a key role in delivering on the ambitious strategic objectives of the Intermediaries division.
  • The selected candidate will help accelerate the global commercialization of our digital ecosystem for Intermediaries.
  • The role centres on promoting our in‑house digital offering, advising on and managing PMS partnerships, driving connectivity initiatives, supporting digital workflows, and acting as a trusted advisor to Intermediaries on market‑ and investment‑related digital solutions.

Matching Summary

The Intermediaries Sales & Client Solutions team plays a key role in delivering on the ambitious strategic objectives of the Intermediaries division.

Skills & Requirements

Must-have

  • Digital ecosystem for Intermediaries
  • Promoting in-house digital offering
  • Advising on PMS partnerships
  • Driving connectivity initiatives
  • Supporting digital workflows
  • Digital sales and offering concepts

Nice-to-have

  • Entrepreneurial mindset
  • Impactful and empowered
  • Value beyond wealth
  • Positive personality
  • Creative problem-solver

Key Requirements

  • Academic degree in Business, Economics, Finance or related field
  • Exceptional industry experience in private banking or Intermediaries business
  • Proven track record in digital sales
  • Proficiency in modern banking applications
  • Strong knowledge of financial platforms and connectivity standards

Work Rights

Not specified

Tailored Resume

Cover Letter