Swissquote

Online trading and digital banking services

Private Sales Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeZürich, SwitzerlandNo salary listedIn-person

About the Job

Requirements

Completed banking training and 1–2 years of relevant sales experience, preferably in banking.
Strong sales, negotiation, and closing abilities.
Customer-oriented, communicative, and proactive approach.
Analytical abilities and solution-oriented thinking.
Professional demeanor and comfort with direct customer contact.
Very good spoken and written German and English.

Responsibilities

Manage and develop existing private clients, identifying cross-selling and referral opportunities.
Proactively acquire new clients through digital and in-person sales channels.
Guide customers through onboarding and the selection of suitable investment and product solutions.
Identify and close high-volume business opportunities.
Represent Swissquote at trade fairs, customer events, and webinars.
Prepare and deliver customer presentations and events.
Share customer feedback to support the development of products and processes.

Job Description

Aktive Betreuung und Entwicklung bestehender Privatkunden sowie Identifikation von Cross-Selling- und Weiterempfehlungspotenzialen,
Proaktive Akquisition von Neukunden über digitale und physische Vertriebskanäle,
Begleitung von Kunden im Onboarding und bei der Auswahl geeigneter Anlage- und Produktlösungen,
Identifikation und Abschluss von Geschäftsmöglichkeiten mit hohem Volumen,
Repräsentation von Swissquote an Messen, Kundenveranstaltungen und Webinaren,
Vorbereitung und Durchführung von Kundenpräsentationen und Veranstaltungen,
Einbringen von Kundenfeedback zur Weiterentwicklung unserer Produkte und Prozesse.

Qualifications

Abgeschlossene Bankausbildung mit 1–2 Jahren relevanter Berufserfahrung im Vertrieb, vorzugsweise im Banking,
Ausgeprägte Verkaufs-, Verhandlungs- und Abschlussstärke,
Kundenorientierte, kommunikative und proaktive Persönlichkeit,
Analytische Fähigkeiten sowie lösungsorientiertes Denken,
Professionelles Auftreten und Freude am direkten Kundenkontakt,
Sehr gute Deutsch- und Englischkenntnisse in Wort und Schrift.

Additional Information

“Please note that Swissquote never requests sensitive personal information or payment of any kind during the recruitment process. Any such request is fraudulent.”

SQ2

About the Company

Swissquote

Online trading and digital banking services

Swissquote provides digital banking and online investment services to clients worldwide. Its platform gives access to 60 stock exchanges and over 3 million tradable products, including stocks, bonds, funds, derivatives, cryptocurrencies, forex, and mortgages, all through secure online interfaces supported by regulated subsidiaries. The company differentiates itself by offering a broad, globally accessible set of products on regulated platforms under a single brand, combining traditional banking with advanced investment tools. Its goal is to deliver comprehensive digital banking and investment services at scale, enabling clients to trade, invest, and manage their assets securely across many markets.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: London, United Kingdom
Founded: 2000

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