Sales Executive, Switzerland (German Speaking)

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

Join Vanguard and Help Shape the Future of Investing

Vanguard is seeking a German-speaking Sales Executive to drive business growth across the German-speaking region of Switzerland and Liechtenstein. This is an exciting opportunity to represent one of the world's leading investment management firms, working with Independent Financial Advisers (IFAs), Independent Wealth Managers, and Single and Multi-Family Offices. You'll play a key role in expanding Vanguard's presence, deepening client relationships, and showcasing our innovative investment solutions, including ETFs, Index Funds, and Multi-Asset Model Portfolios.

The Role

As a Sales Executive, you will be responsible for identifying, developing, and converting new business opportunities while supporting the ongoing retention and growth of existing client relationships. Working closely with the wider Distribution team, you will build a strong market presence and position Vanguard as a trusted partner across your territory.

This role offers a blend of business development, relationship management, and strategic planning, making it ideal for a motivated sales professional looking to further develop their career within a highly respected global investment firm.

In this role you will
  • Develop and execute a strategic sales plan across the German-speaking part of Switzerland, targeting External Asset Managers, and Single and Multi-Family Offices
  • Identify, cultivate, and convert new business opportunities while supporting the retention and growth of existing client relationships
  • Build trusted relationships with senior stakeholders and decision-makers within prospect and client organisations
  • Promote Vanguard's investment capabilities, products, and services through meetings, presentations, seminars, conferences, and targeted business development activities
  • Raise awareness of Vanguard's offering through proactive prospecting, including face-to-face meetings, networking events, industry conferences, and targeted marketing initiatives
  • Leverage market knowledge and competitive insights to position Vanguard's solutions effectively
  • Collaborate with internal stakeholders to deliver an outstanding client experience and support business objectives
  • Maintain a strong understanding of the regulatory environment and ensure all activities adhere to compliance requirements
  • Contribute to special projects and broader business initiatives as required
What It Takes
  • Proven relevant industry experience, with previous sales experience
  • Experience working within asset management, wealth management, private banking, or financial services environments
  • Strong business development and relationship management skills with the ability to engage and influence senior stakeholders
  • Knowledge of investment products, particularly Exchange Traded Funds (ETFs), Index Funds, and broader investment solutions
  • A strategic, self-motivated, and results-oriented approach to sales
  • Bachelor's degree or an equivalent combination of education and professional experience
  • Graduate degree and/or CFA qualification would be advantageous
  • Fluent German and English language skills are essential
  • No regulatory licence or registration is required for this position
Special Factors
  • Vanguard is not offering visa sponsorship for this position
  • This is a hybrid position which will require you to be both on the road meeting clients and in our offices in Zurich
  • Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible
Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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