Sales Executive Securities Lending
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Job Location:
Nyon - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
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
- Bachelors 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 Swissquotes 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 Swissquotes 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
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- Cloud
- Account Management
- CRM
- New Customers
- ROI
- Sales Activities
- Territory
- Business Relationships
- Sales Floor
- Sales Goals
- Sales Process
- New Clients
About Company
As a leading provider of online financial services, Swissquote Group offers innovative solutions and comprehensive services to meet the wide-ranging demands of its global clients.With an Online Trading Platform linked to more than 60 stock markets in over 40 countries, including off-e ... View more
