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Company Description
Building the bank of tomorrow takes more than skills.
Company Description
Building the bank of tomorrow takes more than skills.
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.
We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.
Our +1000 employees work in a flexible way, without dress code and in multicultural teams.
By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment
We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.
Are you all in? Don’t be shy, apply!
Job Description
* Actively support the Private/VIP Desk in the onboarding of new clients, ensuring a seamless and compliant account opening process.
* Engage in initial outreach to qualified prospects and ensure continuous follow-up in close coordination with Relationship Managers/ Activators, with the objective of converting leads into clients.
* Contribute to client acquisition efforts by preparing client proposals, pitch materials, and financial documentation in alignment with the bank’s offering and regulatory framework.
* Assist in identifying business development opportunities through client profiling, market intelligence, and internal data analysis.
* Monitor client pipelines and support Relationship Managers in maintaining momentum across all stages of the sales cycle.
* Maintain high responsiveness to client and prospect inquiries, ensuring excellent service quality and alignment with commercial objectives.
* Receive and execute client orders over the phone, ensuring proper validation, accuracy, and regulatory compliance.
* Monitor client portfolios for maturing products (e.g. bonds, fiduciary deposits) and proactively coordinate with Relationship Managers to ensure timely reinvestment or rollover.
* Coordinate closely with internal departments (Legal & Compliance, Client Register, Central Data, Payments) to expedite onboarding and funding in line with KYC/AML requirements.
* Review and validate account documentation to ensure accuracy, completeness, and compliance with internal standards and regulatory guidelines.
* Conduct client due diligence and remote identification via DAO conferencing tools, in accordance with applicable policies.
* Contribute to cross-functional sales initiatives, including client events, targeted campaigns, and segmentation strategies aimed at the Private/VIP market.
* Support the team in meeting revenue and asset growth targets by providing operational leverage to front-office activities.
* Prepare internal reports and assist with tracking KPIs related to client acquisition, retention, and sales performance.
* Execute additional administrative or commercial tasks as delegated by the Line Manager or Head of Desk.
Qualifications
* Bachelor’s or Master’s degree in Economics, Finance, or a related field.
* Native French speaker with an excellent level of English, both spoken and written.
* Previous experience in client servicing or relationship management within a financial institution is a strong asset.
* Solid understanding of financial markets and investment instruments (e.g. equities, bonds, structured products, fiduciary placements, CRYPTO).
* Strong communication and interpersonal skills, with the ability to build trust and maintain professional relationships with clients and colleagues.
* Highly motivated with a strong desire to succeed and actively contribute to the commercial performance of the team .
* Proactive and results-driven mindset; not afraid to take initiative, assume responsibility, and go beyond expectations to deliver high-level service.
* Excellent organizational skills with the ability to manage multiple tasks, set priorities, and meet deadlines in a fast-paced environment.
* Willingness to work flexible hours outside of standard office times when required, to ensure the highest quality of service for key clients.
* Demonstrates autonomy, accountability, and a strong sense of ownership in daily responsibilities.
* Open-minded, collaborative, and team-oriented, with a positive and adaptable attitude in a constantly evolving banking environment.
Additional Information
SQ3
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Industries
Banking
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