[ref. c23844121] Sales Support Executive - Swissquote

• Engage in initial outreach to qualified prospects and ensure continuous follow-up in close coordination with Relationship Managers/ Activators, with the objective of converting leads into clients.
• Contribute to client acquisition efforts by preparing client proposals, pitch materials, and financial documentation in alignment with the bank’s offering and regulatory framework.
• Assist in identifying business development opportunities through client profiling, market intelligence, and internal data analysis.
• Monitor client pipelines and support Relationship Managers in maintaining momentum across all stages of the sales cycle.
• Maintain high responsiveness to client and prospect inquiries, ensuring excellent service quality and alignment with commercial objectives.
• Receive and execute client orders over the phone, ensuring proper validation, accuracy, and regulatory compliance.
• Monitor client portfolios for maturing products (e.g. bonds, fiduciary deposits) and proactively coordinate with Relationship Managers to ensure timely reinvestment or rollover.
• Coordinate closely with internal departments (Legal & Compliance, Client Register, Central Data, Payments) to expedite onboarding and funding in line with KYC/AML requirements.
• Review and validate account documentation to ensure accuracy, completeness, and compliance with internal standards and regulatory guidelines.
• Conduct client due diligence and remote identification via DAO conferencing tools, in accordance with applicable policies.
• Contribute to cross-functional sales initiatives, including client events, targeted campaigns, and segmentation strategies aimed at the Private/VIP market.
• Support the team in meeting revenue and asset growth targets by providing operational leverage to front-office activities.
• Prepare internal reports and assist with tracking KPIs related to client acquisition, retention, and sales performance.
• Execute additional administrative or commercial tasks as delegated by the Line Manager or Head of Desk.

• Bachelor’s or Master’s degree in Economics, Finance, or a related field.
• Native French speaker with an excellent level of English, both spoken and written.
• Previous experience in client servicing or relationship management within a financial institution is a strong asset.
• Solid understanding of financial markets and investment instruments (e.g. equities, bonds, structured products, fiduciary placements, CRYPTO).
• Strong communication and interpersonal skills, with the ability to build trust and maintain professional relationships with clients and colleagues.
• Highly motivated with a strong desire to succeed and actively contribute to the commercial performance of the team .
• Proactive and results-driven mindset; not afraid to take initiative, assume responsibility, and go beyond expectations to deliver high-level service.
• Excellent organizational skills with the ability to manage multiple tasks, set priorities, and meet deadlines in a fast-paced environment.
• Willingness to work flexible hours outside of standard office times when required, to ensure the highest quality of service for key clients.
• Demonstrates autonomy, accountability, and a strong sense of ownership in daily responsibilities.
• Open-minded, collaborative, and team-oriented, with a positive and adaptable attitude in a constantly evolving banking environment.

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