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Sales Executive @ Robert Walters

CHHybridFull-time
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About this role

Sales Executive, Switzerland (German Speaking)

Location: Switzerland

Role Type: Permanent

Work Setup: Hybrid - 3 days in the office

Who We Are

Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.

What You'll Do

  • Develop and deliver strategic sales plans across Switzerland and Liechtenstein.
  • Identify and convert new business opportunities while growing existing client relationships.
  • Build trusted relationships with senior stakeholders and key decision-makers.
  • Promote investment products and services through presentations, events and targeted prospecting.
  • Manage smaller accounts independently and support senior colleagues on complex opportunities.
  • Use market and competitor insights to position investment solutions effectively.
  • Collaborate with internal teams while ensuring regulatory and compliance requirements are met.

What You Bring

  • Proven sales experience within financial services (asset management, wealth management or private banking)
  • Must be fluent in German or a native German speaker.
  • Strong business development, client coverage and relationship management skills.
  • Knowledge of ETFs, index funds and wider investment solutions.
  • Bachelor's degree or equivalent professional experience.
  • Strategic, self-motivated and results-focused; CFA or postgraduate qualification advantageous.

What's Next

If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at

Skills

Germansales experienceBusiness DevelopmentRelationship ManagementCFApostgraduate qualification

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