Key Responsibilities:

• Client Acquisition: Identify and pursue potential clients using various sales strategies. Mainly through phone calls (prospect), mailings, meetings and conferences (Switzerland and abroad). 
• Client Retention: Maintain strong relationships with existing clients to ensure ongoing satisfaction and repeat business.
• Market Analysis: Stay abreast of market conditions and investment opportunities.
• Product Knowledge: Develop a deep understanding of financial products and services offered.
• Compliance: Ensure all sales activities comply with regulatory requirements and company policies.
• Reporting: Maintain accurate records of sales activities and client interactions.
• Collaboration: Work closely with the investment team to align sales strategies with client needs.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field or higher banking apprenticeship.
• Or proven experience in sales (min 3 years) , preferably in the financial services industry, insurance, fundraising or B2B sales. 
• Strong understanding of investment products and financial markets.
• Excellent communication, negotiation, and presentation skills.
• Proficiency in CRM software (salesforce, HubSpot, Zoho) and or similar 

Personal Attributes:

• Highly motivated with a results-driven approach.
• Exceptional interpersonal skills and a client-oriented mindset.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.
• High level of integrity and professionalism.
• German and English speaking, other language a plus
• Swiss citizen or valid work permit 
• Clean criminal record