Sales Executive - Securities Lending

Reposted 10 Days Ago
Be an Early Applicant
Gland, Vaud, CHE
Hybrid
Junior
Fintech • Software • Financial Services
The Role
The Sales Executive will manage client relationships, execute sales campaigns, track performance against KPIs, and ensure compliance with regulations. Responsibilities include onboarding clients and managing pipeline activity in CRM.
Summary Generated by Built In
Company Description

Building the bank of tomorrow takes more than skills. 

It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

Swissquote is Switzerland’s leading online banking group, listed on the SIX Swiss Exchange, serving private and institutional clients worldwide.

Our +1200 employees work in a flexible way, without dress code and in multicultural teams. 

By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment. Have a look behind the scenes by checking Humans of Swissquote on Instagram.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Job Description

Sales & Pipeline Management

  • Execute structured prospecting campaigns in coordination with marketing (outreach, discovery calls, follow-ups).
  • Present and sell the Passive Income Plan, addressing client questions and objections.
  • Track and manage pipeline activity and outcomes in the CRM.
  • Build strong knowledge of securities lending to credibly advise prospects.

 

Performance & Continuous Improvement

  • Monitor and report on key sales KPIs (call volume, reach rate, conversion, revenue).
  • Participate in funnel reviews, coaching sessions, and sales training to improve performance.

 

Client Relationship Management

  • Act as a trusted contact for clients and respond to queries.
  • Onboard new clients (KYC/AML, enrollment, platform guidance).
  • Follow up on client requests and ensure full resolution.

 

Operations & Compliance

  • Maintain accurate CRM records.
  • Process client requests in line with FINMA regulations and AML/KYC requirements.
  • Coordinate with Compliance, Risk, and Back Office on complex cases.

Qualifications

Essential

  • Bachelor's degree in Business, Finance, Economics, or a related field (or equivalent practical experience).
  • 2+ years of experience in a sales or business development role within capital markets, financial services, or a related FinTech environment.
  • A genuine interest in and understanding of capital markets, trading, or investment products.
  • Proven ability to manage a pipeline and convert prospects through structured outreach and follow-up.
  • Strong communication skills, with the ability to distil complex topics into clear and compelling conversations.
  • Comfortable operating within a longer-term, consultative sales cycle.
  • Resilient, self-motivated, and driven by accountability — someone who sees targets as a challenge to rise to.
  • Excellent written and verbal communication skills in English; additional languages are a strong asset (French, German, or Italian).
  • Proficiency with CRM tools (Salesforce or similar) and Microsoft Office Suite.

 

Preferred

  • Experience working in a regulated banking or brokerage environment.
  • Familiarity with Swiss financial regulations (FINMA) and/or EU frameworks (MiFID II, AML/KYC).
  • Knowledge of Swissquote's product suite or similar online trading platforms (MetaTrader 4/5, eForex, etc.).

Additional Information

What we offer:

  • Competitive salary and performance-based bonus scheme.
  • Access to Swissquote's trading platform with preferential rates for employees.
  • Comprehensive health insurance and pension plan.
  • Hybrid working model with flexible arrangements.
  • Continuous learning and development programmes, including sponsored professional certifications.
  • A dynamic, multicultural team in a state-of-the-art Gland or Zurich workplace.
  • Employee stock purchase plan (ESPP) with attractive conditions.
  • Regular team events, wellness initiatives, and a collaborative culture.

SQ2

Top Skills

Crm Tools
Microsoft Office Suite
Salesforce
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The Company
HQ: Gland
1,306 Employees

What We Do

We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA). As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions. Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms. Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC.

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