Job Description
Sales & Pipeline Management
* Execute structured prospecting campaigns in coordination with marketing (outreach, discovery calls, follow-ups).
* Present and sell the Passive Income Plan, addressing client questions and objections.
* Track and manage pipeline activity and outcomes in the CRM.
* Build strong knowledge of securities lending to credibly advise prospects.
Performance & Continuous Improvement
* Monitor and report on key sales KPIs (call volume, reach rate, conversion, revenue).
* Participate in funnel reviews, coaching sessions, and sales training to improve performance.
Client Relationship Management
* Act as a trusted contact for clients and respond to queries.
* Onboard new clients (KYC/AML, enrollment, platform guidance).
* Follow up on client requests and ensure full resolution.
Operations & Compliance
* Maintain accurate CRM records.
* Process client requests in line with FINMA regulations and AML/KYC requirements.
* Coordinate with Compliance, Risk, and Back Office on complex cases.
Qualifications
Essential
* Bachelor's degree in Business, Finance, Economics, or a related field (or equivalent practical experience).
* 2+ years of experience in a sales or business development role within capital markets, financial services, or a related FinTech environment.
* A genuine interest in and understanding of capital markets, trading, or investment products.
* Proven ability to manage a pipeline and convert prospects through structured outreach and follow-up.
* Strong communication skills, with the ability to distil complex topics into clear and compelling conversations.
* Comfortable operating within a longer-term, consultative sales cycle.
* Resilient, self-motivated, and driven by accountability — someone who sees targets as a challenge to rise to.
* Excellent written and verbal communication skills in English; additional languages are a strong asset (French, German, or Italian).
* Proficiency with CRM tools (Salesforce or similar) and Microsoft Office Suite.
Preferred
* Experience working in a regulated banking or brokerage environment.
* Familiarity with Swiss financial regulations (FINMA) and/or EU frameworks (MiFID II, AML/KYC).
* Knowledge of Swissquote's product suite or similar online trading platforms (MetaTrader 4/5, eForex, etc.).
Additional Information
What we offer:
* Competitive salary and performance-based bonus scheme.
* Access to Swissquote's trading platform with preferential rates for employees.
* Comprehensive health insurance and pension plan.
* Hybrid working model with flexible arrangements.
* Continuous learning and development programmes, including sponsored professional certifications.
* A dynamic, multicultural team in a state-of-the-art Gland or Zurich workplace.
* Employee stock purchase plan (ESPP) with attractive conditions.
* Regular team events, wellness initiatives, and a collaborative culture.
SQ2