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Vanguard

Manages investment funds and retirement savings

Sales Executive

Field SalesUpdated on Nov 11
Full-timeZürich, SwitzerlandNo salary listed

About the Job

Requirements

  • Proven relevant industry experience and previous sales experience.
  • Experience working within asset management, wealth management, private banking, or financial services environments.
  • Business development and relationship management skills, including the ability to engage and influence senior stakeholders.
  • Knowledge of investment products, particularly Exchange Traded Funds, index funds, and broader investment solutions.
  • A bachelor's degree or an equivalent combination of education and professional experience.
  • Fluent German and English language skills are essential.

Responsibilities

  • Develop and execute a strategic sales plan across the German-speaking part of Switzerland, targeting External Asset Managers and Single and Multi-Family Offices.
  • Identify, cultivate, and convert new business opportunities while supporting the retention and growth of existing client relationships.
  • Build trusted relationships with senior stakeholders and decision-makers within prospect and client organisations.
  • Promote Vanguard's investment capabilities, products, and services through meetings, presentations, seminars, conferences, and targeted business development activities.
  • Raise awareness of Vanguard's offering through proactive prospecting, including face-to-face meetings, networking events, industry conferences, and targeted marketing initiatives.
  • Leverage market knowledge and competitive insights to position Vanguard's solutions effectively.
  • Collaborate with internal stakeholders to deliver an outstanding client experience and support business objectives.
  • Maintain a strong understanding of the regulatory environment and ensure all activities adhere to compliance requirements.
  • Contribute to special projects and broader business initiatives as required.

Desired Qualifications

  • A graduate degree and/or CFA qualification would be advantageous.

About the Company

Vanguard

Manages investment funds and retirement savings

Vanguard manages mutual funds, exchange-traded funds, and retirement investments for individuals, financial advisers, and institutions. Its Vanguard 500 Index Fund gives investors exposure to large U.S. companies by tracking the S&P 500, while its lineup also includes actively managed stock and bond funds. Clients invest through brokerage and retirement accounts, workplace plans, or advisers, and advisory services build and maintain portfolios around their goals. Fund expenses and advisory fees pay for investment management and account services, with advisory charges based on the assets managed. Founded in 1975, Vanguard is headquartered in Malvern, Pennsylvania, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$4B
Headquarters
Malvern, PA
Founded
1975

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