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.

Swissquote is Switzerland-s leading online banking group, listed on the SIX Swiss Exchange, serving private and institutional clients worldwide.

Our +1200 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. Have a look behind the scenes by checking Humans of Swissquote on Instagram.

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

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.).