Sales Executive - Securities Lending

Gland, VD, ch March 19, 2026 Full Time

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.

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.).

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.

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