Client Acquisition & Sales Manager in Private Banking

WE ARE LOOKING FOR YOU!

Client Acquisition & Sales Manager in Private Banking

80-100% in Zurich

Your Role at Globalance

Globalance is in an exciting expansion phase. We have proven that our model works – through clear differentiation in the market by making the world of investing inspiringly tangible through Globalance World, and through high customer loyalty. Now we are taking the next step: from the innovative private bank to a scalable investment and impact platform.

For this, we are not looking for a classic relationship manager role, but an entrepreneurial acquisition and sales personality who combines targeted market development, relationship building, and closing strength – and who is eager to rethink private banking and inspire customers.

You work closely with the Head of Clients and the Sales Team and are a driving force in implementing our market development and growth strategy in private banking.

Your Role in Four Sentences

• As a passionate acquirer, you build your own client portfolio for one of the fastest-growing private banks in Switzerland.
• You develop the market with your own acquisition ideas and strategies.
• You independently open up new networks and focus on acquiring new clients.
• You convincingly represent the DNA and unique positioning of Globalance and our mission externally.

YOUR AREA OF RESPONSIBILITY

• A central focus of your activity is the targeted market development of our core target groups, especially those customer segments with a high affinity for a future-oriented positioning and the values of Globalance.
• Globalance has a high proportion of female clients with a strong affinity for sustainability, future technologies, and impact. The targeted development and maintenance of a sustainable women's network or community play a central role in strengthening long-term relationships and acquiring new female clients.
• You contribute conceptual ideas. However, your main task is not planning but acquiring new clients.
• Your activities and acquisition successes contribute to the strong growth of the bank.

YOUR EXPERIENCE

• You have completed commercial training or a business degree and have at least 5 years of experience in a sales role in the financial industry or a comparable environment.
• Ideally, you already have experience from an environment particularly interested in future-oriented investment concepts and understand how to convert networks into sustainable growth.
• You have excellent knowledge of financial products and services.
• You are fluent in German and English, both spoken and written.

YOUR PERSONALITY

• You have a pronounced, positive "can-do" attitude.
• You are an extroverted personality with high social competence, a winning manner, and a confident and friendly appearance.
• You have strong sales and negotiation skills to quickly acquire new clients and expand existing client relationships.
• You have an eye for the essentials and a high standard for service quality.
• You possess high initiative and responsibility and work in an implementation- and solution-oriented manner.
• Your goal is to deliver top performance and not settle for mediocrity.

THIS IS GLOBALANCE

• Globalance is an owner-managed Swiss private bank that invests in future solutions with a positive footprint.
• With the Globalance Footprint®, Globalance is the first bank worldwide to illustrate the impact of assets on the economy, society, and the environment.
• In 2020, Globalance launched Globalance World, a digital world first in private banking in the form of a digital and interactive globe for sustainable investments. With this, Globalance is breaking new ground and making investments simpler, more individual, and more tangible for clients.
• Globalance advises private clients, families, foundations, and other banks on how to invest their assets in a future-oriented manner. Globalance is one of the fastest-growing private banks in Switzerland, especially in the family office sector.
• We are an independent and founder-led company with flat hierarchies and fast decision-making processes.
• According to our employee survey, 100% of employees rate the working environment as good or very good, 92% find their work content exciting or very exciting, and 100% can identify with our goals and priorities.
• Independent auditing bodies have repeatedly recognized Globalance for its leading investment expertise: in 2025 by the business magazine Bilanz as a "Long-standing Quality Leader" in Switzerland and by the Fuchs | Richter auditing body for the sixth consecutive time as the "Best Bank in Switzerland."
• We offer you high independence and responsibility in daily work as well as flexible working hours.

WE LOOK FORWARD TO YOUR APPLICATION!

An interesting role in a dynamic and growing company awaits you.

Have we sparked your interest and would you like to learn more about this exciting position?