Swissquote
Compliance Officer - Onboarding Corporate(m/w/x)
Vollzeitmit HomeofficeBerufserfahren
Schweiz
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
SWSwissquote
Sales Executive - Securities Lending(m/w/x)
Schweiz
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Executing prospecting campaigns and selling Passive Income Plan and securities lending products at an online banking group. 2+ years sales experience in capital markets or FinTech required. Access to trading platform, preferential employee rates.
Anforderungen
- Bachelor's degree in Business, Finance, Economics, related field, or equivalent practical experience
- 2+ years sales or business development experience in capital markets, financial services, or FinTech
- Genuine interest and understanding of capital markets, trading, or investment products
- Proven pipeline management and prospect conversion ability
- Strong communication skills, distilling complex topics
- Comfort with longer-term, consultative sales cycle
- Resilience, self-motivation, and accountability
- Excellent written and verbal English communication skills
- Proficiency with CRM tools and Microsoft Office Suite
- Experience in regulated banking or brokerage environment
- Familiarity with Swiss financial regulations (FINMA) and/or EU frameworks (MiFID II, AML/KYC)
- Knowledge of Swissquote product suite or similar online trading platforms
Aufgaben
- Execute structured prospecting campaigns with marketing
- Present and sell the Passive Income Plan
- Address client questions and objections
- Manage pipeline activity and outcomes in CRM
- Build strong knowledge of securities lending
- Monitor and report on key sales KPIs
- Participate in funnel reviews, coaching, and sales training
- Act as a trusted client contact
- Respond to client queries
- Onboard new clients (KYC/AML, enrollment)
- Provide platform guidance to new clients
- Follow up on client requests
- Ensure full resolution of client requests
- Maintain accurate CRM records
- Process client requests per FINMA and AML/KYC
- Coordinate complex cases with Compliance, Risk, Back Office
Berufserfahrung
- 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
- Deutsch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- Salesforce
- Microsoft Office Suite
- Swissquote
- MetaTrader 4/5
- eForex
Benefits
Flexibles Arbeiten
- Hybrid working model
- Flexible arrangements
Boni & Prämien
- Performance-based bonus scheme
Sonstige Vorteile
- Access to Swissquote's trading platform
Mitarbeiterrabatte
- Preferential rates for employees
Attraktive Vergütung
- Employee stock purchase plan (ESPP)
Gesundheits- & Fitnessangebote
- Comprehensive health insurance
- Wellness initiatives
Betriebliche Altersvorsorge
- Pension plan
Weiterbildungsangebote
- Continuous learning and development programmes
- Sponsored professional certifications
Team Events & Ausflüge
- Regular team events
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Swissquote erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Yuh Ltd
Product Manager(m/w/x)
Vollzeitmit HomeofficeSeniorSchweiz - pressrelations Schweiz AG
Sales Consultant(m/w/x)
Vollzeit/Teilzeitmit HomeofficeBerufserfahrenStans - VASS Switzerland
Senior Consultant(m/w/x)
Vollzeitmit HomeofficeSeniorSachseln - VASS Switzerland
Pre-sales Lead(m/w/x)
Vollzeitmit HomeofficeSeniorSachseln
SWSwissquote
Sales Executive - Securities Lending(m/w/x)
Schweiz
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Executing prospecting campaigns and selling Passive Income Plan and securities lending products at an online banking group. 2+ years sales experience in capital markets or FinTech required. Access to trading platform, preferential employee rates.
Anforderungen
- Bachelor's degree in Business, Finance, Economics, related field, or equivalent practical experience
- 2+ years sales or business development experience in capital markets, financial services, or FinTech
- Genuine interest and understanding of capital markets, trading, or investment products
- Proven pipeline management and prospect conversion ability
- Strong communication skills, distilling complex topics
- Comfort with longer-term, consultative sales cycle
- Resilience, self-motivation, and accountability
- Excellent written and verbal English communication skills
- Proficiency with CRM tools and Microsoft Office Suite
- Experience in regulated banking or brokerage environment
- Familiarity with Swiss financial regulations (FINMA) and/or EU frameworks (MiFID II, AML/KYC)
- Knowledge of Swissquote product suite or similar online trading platforms
Aufgaben
- Execute structured prospecting campaigns with marketing
- Present and sell the Passive Income Plan
- Address client questions and objections
- Manage pipeline activity and outcomes in CRM
- Build strong knowledge of securities lending
- Monitor and report on key sales KPIs
- Participate in funnel reviews, coaching, and sales training
- Act as a trusted client contact
- Respond to client queries
- Onboard new clients (KYC/AML, enrollment)
- Provide platform guidance to new clients
- Follow up on client requests
- Ensure full resolution of client requests
- Maintain accurate CRM records
- Process client requests per FINMA and AML/KYC
- Coordinate complex cases with Compliance, Risk, Back Office
Berufserfahrung
- 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
- Deutsch – Grundkenntnisse
- Italienisch – Grundkenntnisse
Tools & Technologien
- Salesforce
- Microsoft Office Suite
- Swissquote
- MetaTrader 4/5
- eForex
Benefits
Flexibles Arbeiten
- Hybrid working model
- Flexible arrangements
Boni & Prämien
- Performance-based bonus scheme
Sonstige Vorteile
- Access to Swissquote's trading platform
Mitarbeiterrabatte
- Preferential rates for employees
Attraktive Vergütung
- Employee stock purchase plan (ESPP)
Gesundheits- & Fitnessangebote
- Comprehensive health insurance
- Wellness initiatives
Betriebliche Altersvorsorge
- Pension plan
Weiterbildungsangebote
- Continuous learning and development programmes
- Sponsored professional certifications
Team Events & Ausflüge
- Regular team events
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Swissquote erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Swissquote
Branche
FinancialServices
Beschreibung
The company is the Swiss leader in online banking, providing trading, investing, and banking services to over 500,000 clients.
Noch nicht perfekt?
- Swissquote
Compliance Officer - Onboarding Corporate(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenSchweiz - Yuh Ltd
Product Manager(m/w/x)
Vollzeitmit HomeofficeSeniorSchweiz - pressrelations Schweiz AG
Sales Consultant(m/w/x)
Vollzeit/Teilzeitmit HomeofficeBerufserfahrenStans - VASS Switzerland
Senior Consultant(m/w/x)
Vollzeitmit HomeofficeSeniorSachseln - VASS Switzerland
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Vollzeitmit HomeofficeSeniorSachseln