Sales Executive, Switzerland (German Speaking)

Posted 17 Days Ago
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Zürich, CHE
In-Office
Entry level
Fintech
The Role
Drive sales growth across German-speaking Switzerland and Liechtenstein by developing prospects, managing client relationships, promoting Vanguard investment solutions, and converting new business. The role targets financial advisers, wealth managers, and family offices, requiring strategic prospecting, senior stakeholder engagement, presentations, market analysis, regulatory compliance, and collaboration with distribution teams.
Summary Generated by Built In

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.

Skills Required

  • Relevant industry experience in asset management, wealth management, private banking, or financial services
  • Previous sales experience
  • Business development and relationship management experience
  • Ability to engage and influence senior stakeholders
  • Knowledge of ETFs, index funds, and broader investment solutions
  • Strategic, self-motivated, and results-oriented sales approach
  • Bachelor's degree or equivalent combination of education and professional experience
  • Graduate degree and/or CFA qualification
  • Fluent German and English
  • Ability to work in the office three days per week

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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