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.

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. We seek to reinforce our position as the pre-eminent partner for Intermediaries in Switzerland, Asia, Emerging Markets, Latin America, and selected core markets, making us a provider of excellent and personal client service, provider of value-added solutions and capabilities, and highly efficient operational support.

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. The ideal candidate brings a strong blend of digital expertise, client engagement skills, and a genuine interest in financial markets.

The successful candidate will report to the Head of Sales & Client Solutions Intermediaries and work closely with colleagues across our Front teams, Regional Chief of Staff, as well as global product and operations units.

YOUR CHALLENGE

Client Engagement & Advisory:

• Serve as advisor to Intermediaries on our in-house digital offering (i.e., BaerOnline® Intermediaries, Market Toolbox, FIX, etc.), PMS systems and other connectivity workflows

• Conduct comprehensive assessments of Intermediaries’ needs to recommend the most suitable technology platform and optimal connectivity setup

• Evolve the Intermediaries advisory & consulting approach, including the creation of new consulting services

Sales Enablement & Business Development:

• Support Relationship Managers (RMs) with client demos, pitches, and digital workflow presentations

• Deliver high‑quality, client‑specific proposals with speed, quality, and consistency

• Identify and drive upsell/cross‑sell opportunities across our digital product universe

Digital Platform & Offering Development:

• Drive the evolution and adoption of our in-house digital offering and identify enhancements in workflows, connectivity, and usability

• Develop digital sales and offering concepts to support senior management decision-making; support strategic projects

• Collaborate with our Product house & Operations / IT on PMS integrations, connectivity, automation, and overall digital roadmap

Connectivity & PMS Management:

• Support PMS connectivity projects as a SME (e.g., API, FIX, SFTP) across onboarding, testing, and troubleshooting

• Maintain strong relationships with PMS providers and digital partners

• Continuously evaluate the marketplace to identify and assess relevant solution providers in the Intermediaries ecosystem

Training & Adoption:

• Deliver internal & external training on our in-house digital tools, connectivity, reporting, and digital workflows

• Create digital sales content for both internal and external audiences, supporting direct and indirect distribution strategies

• Promote adoption through communication, release notes, and best‑practice guidance

YOUR PROFILE

Academic & Industry Background:

• Above‑average university degree, ideally a Master’s in Business, Economics, Finance, or a related field

• Alternatively: candidates with exceptional industry experience in private banking or the Intermediaries business – supported by a proven track record in digital sales, product development, PMS ecosystems, and connectivity features – are equally encouraged to apply

• Deep knowledge of the private banking industry, and particularly the Intermediaries business model, including a solid understanding of banking products, services, and Intermediary workflows

• Strong analytical‑conceptual capabilities, thought leadership, story‑lining skills, and a structured, results‑driven working style

Technical & Digital Expertise:

• Excellent proficiency in modern banking applications and Microsoft Office tools

• Strong knowledge of professional financial platforms used by Intermediaries (e.g., Bloomberg), trading and connectivity standards (e.g., FIX protocol), and portfolio management systems

• Familiarity with PMS connectivity (API, SFTP, FIX) and digital workflows across the Intermediaries ecosystem

Client, Communication & Collaboration Skills:

• Outstanding presentation and communication skills; fluency in English (written & oral), with German, French, or Italian considered an advantage

• Creative problem‑solver with a positive personality, strong drive, and the ability to generate innovative solutions to complex problems

• Excellent team player with a "can‑do” attitude, comfortable working across functions and collaborating with diverse stakeholders

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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