Swissquote
Compliance Assistant - Onboarding Private(m/w/x)
Full-timeWith HomeofficeExperienced
Schweiz
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SWSwissquote
Sales Executive - Securities Lending(m/w/x)
Schweiz
Full-timeWith Home OfficeExperienced
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Basic
- German – Basic
- Italian – Basic
Tools & Technologies
- Salesforce
- Microsoft Office Suite
- Swissquote
- MetaTrader 4/5
- eForex
Benefits
Flexible Working
- Hybrid working model
- Flexible arrangements
Bonuses & Incentives
- Performance-based bonus scheme
Other Benefits
- Access to Swissquote's trading platform
Corporate Discounts
- Preferential rates for employees
Competitive Pay
- Employee stock purchase plan (ESPP)
Healthcare & Fitness
- Comprehensive health insurance
- Wellness initiatives
Retirement Plans
- Pension plan
Learning & Development
- Continuous learning and development programmes
- Sponsored professional certifications
Team Events
- Regular team events
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Swissquote and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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SWSwissquote
Sales Executive - Securities Lending(m/w/x)
Schweiz
Full-timeWith Home OfficeExperienced
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Basic
- German – Basic
- Italian – Basic
Tools & Technologies
- Salesforce
- Microsoft Office Suite
- Swissquote
- MetaTrader 4/5
- eForex
Benefits
Flexible Working
- Hybrid working model
- Flexible arrangements
Bonuses & Incentives
- Performance-based bonus scheme
Other Benefits
- Access to Swissquote's trading platform
Corporate Discounts
- Preferential rates for employees
Competitive Pay
- Employee stock purchase plan (ESPP)
Healthcare & Fitness
- Comprehensive health insurance
- Wellness initiatives
Retirement Plans
- Pension plan
Learning & Development
- Continuous learning and development programmes
- Sponsored professional certifications
Team Events
- Regular team events
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Swissquote and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Swissquote
Industry
FinancialServices
Description
The company is the Swiss leader in online banking, providing trading, investing, and banking services to over 500,000 clients.
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