Head Institutional Sales (80-100%)

About the job

Become part of our team

Head Institutional Sales

(80 – 100% in Zurich)

As Head Institutional Sales, you play a central role in the strategic expansion of our institutional client business: You build long-term relationships with investors, identify new market potentials, and thus contribute decisively to sustainable growth. This position is aimed at an ambitious and performance-oriented personality who is used to actively participating in an entrepreneurial environment, with a practical approach, high personal responsibility, and a strong passion for measurable results.

To inspire and connect sustainable investors

Go4Balance is an innovative Swiss fintech in the field of future-oriented investment strategies. We analyze portfolios, compare climate and sustainability data, and integrate performance and megatrend data into a holistic overview. This creates a unique basis for private and institutional investors to optimize their investment strategies with a future-oriented approach. Together with our innovative parent company (Globalance Bank), we have developed a globally unique investment and impact intelligence platform that visualizes this data simply and inspiringly.

Our mission: With innovative technology and a unique analysis methodology, we want to change the financial market and achieve a positive impact. AI and advanced technologies play a central role in this. With an impressive customer base and a clear growth path, our next major scaling step is imminent – be part of it and shape the future with us!

Your tasks

• Customer acquisition

You identify and reach institutional clients and present our product vision and application based on a solid understanding of the entire investment value chain of the clients.

• Comprehensive responsibility for sales-related tasks

Working in a start-up means acting agilely and taking on a wide range of tasks. You are a central contact person for our clients and accompany them throughout the entire process, from pre-sales through negotiation and contract conclusion to onboarding and after-sales support.

• Tactical and strategic projects

You drive internal projects that are central to our business development, from preparing market launch activities to evaluating customer feedback to designing onboarding processes and ongoing lifecycle management.

• Product development

As the first point of contact for prospects and clients, you understand their requirements in the area of sustainable investments as well as the visualization and analysis of portfolios. You translate these insights into concrete requirements for new features and improvements of our applications, a key success factor of your role. In doing so, you work closely and continuously with our product management and development team.

Your profile

• Experience

3–5 years of experience in B2B customer acquisition and support, ideally with foundations, pension funds, banks, or asset managers

• Qualification

University degree or comparable higher education in business administration, finance, or technology; experience or additional qualifications in sustainability/ESG are an advantage

• Communication skills

Good communication skills for collaboration with internal and external partners

• Industry knowledge

Experience in finance or fintech sales

• Language skills

Fluent in German and English

• Personality

Hands-on mentality, ownership mindset, and a strong sense for pragmatic solutions

What we offer

• Purpose

You are part of a company that changes the financial market and promotes sustainable investments

• Dynamics

Work in an innovative and fast-growing fintech with an entrepreneurial spirit

• Responsibility

Take on a key role and actively shape the future

• Corporate culture

Flat hierarchies, a collaborative environment, and a performance-oriented corporate culture

• Modern work environment

Modern and inspiring office spaces in the center of Zurich

Inspire us with your application!

Have we sparked your interest? Then please send your application documents with a cover letter to Urs Weisstanner. We look forward to getting to know your enthusiasm for sustainability and innovation!