Sales Executive, Switzerland (German Speaking)

The Vanguard Group; Zürich; In loco; CHF 120.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work arrangement

Descrizione del lavoro

The Vanguard Group is hiring a Sales Executive to drive growth in the German-speaking region of Switzerland and Liechtenstein. The role focuses on engaging IFAs, independent wealth managers, and family offices, promoting ETFs and index funds, and expanding Vanguard's presence with strategic, relationship-driven sales efforts.

Ideal candidates bring proven asset-management experience, fluency in German and English, and a track record in business development.

Competenze

• Proven relevant industry experience in financial services or asset management.
• Experience engaging with IFAs, wealth managers, and family offices.
• Knowledge of ETFs and index funds and broader investment solutions.
• Strategic, self-motivated, results-oriented approach to sales.
• Graduate degree and/or CFA qualification would be advantageous.

Mansioni

• Develop and execute a strategic sales plan across the German-speaking part of Switzerland and Liechtenstein.
• Identify, cultivate and convert new business opportunities while retaining existing clients.
• Build trusted relationships with senior stakeholders and decision-makers.
• Promote Vanguard's investment capabilities through meetings, seminars, and events.
• Collaborate with internal teams to deliver an outstanding client experience and ensure compliance.

Conoscenze

German language

English language

Asset management

Business development

Relationship management

Investment products knowledge

Strategic sales

Bachelor's degree

CFA (advantageous)

Formazione

Bachelor's degree

Graduate degree or CFA (advantageous)

Descrizione del lavoro

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.

• Develop and execute a strategic sales plan across the German-speaking part of Switzerland and Liechtenstein, targeting IFAs, Independent Wealth 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
• Independently manage smaller and less complex prospects and accounts while partnering with senior sales professionals on larger, more sophisticated opportunities
• 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 highly desirable
• 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 and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest.

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.

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals.

We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.