German-Speaking Sales Executive - Wealth Management (Hybrid)

Vanguard

Zürich

Hybrid

CHF 120,000 - 180,000

Full time

3 days ago
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Job summary

Vanguard is seeking a German-speaking Sales Executive to drive growth across the German-speaking region of Switzerland and Liechtenstein. You will work with IFAs, independent wealth managers, and family offices to expand Vanguard's presence and deepen client relationships.

The role blends business development, relationship management, and strategic planning within a global investment firm known for ETFs, index funds, and multi-asset portfolios.

Qualifications

  • Proven sales experience in asset management or financial services.
  • Experience with external asset managers and family offices is a plus.
  • Strong ability to engage senior stakeholders and influence decisions.

Responsibilities

  • Develop and execute a strategic sales plan for the German-speaking Switzerland region.
  • Identify, cultivate and convert new business opportunities while growing existing relationships.
  • Build trusted relationships with senior decision-makers across client organisations.
  • Promote Vanguard investment capabilities and services through meetings and events.
  • Raise awareness via prospecting, conferences, and targeted marketing initiatives.
  • Leverage market knowledge to position Vanguard solutions effectively.
  • Collaborate with internal stakeholders to deliver excellent client experience.
  • Ensure compliance with regulatory requirements in all activities.
  • Contribute to special projects and broader business initiatives as needed.

Skills

Sales experience
Asset management
Relationship management
Senior stakeholder engagement
ETF exposure
Index funds
Strategic sales planning

Education

Bachelor's degree
CFA advantageous

Tools

CRM systems

Job description

Vanguard is seeking a German-speaking Sales Executive to drive growth across the German-speaking region of Switzerland and Liechtenstein. You will work with IFAs, independent wealth managers, and family offices to expand Vanguard's presence and deepen client relationships.

The role blends business development, relationship management, and strategic planning within a global investment firm known for ETFs, index funds, and multi-asset portfolios.

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