James Montanaro

Judge
DISC Type : Dc

Head of Projects and Change Management, Global Products & Solutions at Julius Baer

Wallisellen / Hof, Zurich, Switzerland

Overview

James has no verified overview

Personality Overview

Fast But Wary

Features Driven

Objective Thinker

They are not focused on building rapport and relationships.  They like to be in a position where they can control the conversation and terms. They are very proud of what they do.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

5-2025
Head of Projects and Change Management, Global Products & Solutions at Julius Baer
12-2019 - 7-2025
Head of IWMS Offering and Change Management at Julius Baer
5-2019 - 12-2019
Advisory Solutions - Business Operations - Business Manager at Julius Baer
3-2006 - 9-2006
Intern at Statestock
Intern at Bache Financial Ltd

Education

9-2024 - 3-2025
Julius Baer Team Leader Programme from IMD
2002 - 2006
DEUG from Université Paris Dauphine - PSL

More Information

Social Presence :

Prographics :

Exp : 7 Location : Wallisellen / Hof, Zurich, Switzerland Job Level : Mid-senior Designation : Head of Projects and Change Management, Global Products & Solutions at Julius Baer
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from James

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They can take decisions very fast if you manage to convince them.
  • Can James take some risk or not?

  • The risks don’t matter much to them.

You And James

Personality Compatibility


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