WealthTech Sales Executive (m/f/d)

• Building and developing the DACH market for an established WealthTech solution
• High degree of autonomy, direct access to the CEO, and international growth course

About Our Client ##

Our client is an established Swiss WealthTech company that originated from a Single Family Office environment and has been developing solutions for professional asset management for over 15 years.

The platform supports banks, asset managers, and family offices in presenting investment performance in a transparent, traceable, and comparable manner. Today, the company already works with a significant portion of Swiss private banks as well as numerous independent asset managers and family offices.

The company has an established customer base and works closely within the WealthTech ecosystem with various technology and software providers. After a strong market position in French-speaking Switzerland, the presence in German-speaking Switzerland is now to be further expanded in particular.

The headquarters is located in French-speaking Switzerland. A dedicated location in Zurich is planned for the future; currently, the position is largely possible remote from German-speaking Switzerland.

Job Description ##

• Independent building and further development of the business in German-speaking Switzerland as well as in selected international markets
• Identification and active approach of potential customers from private banking, asset management, family offices, and the independent wealth management environment
• Responsibility for the entire sales cycle: from market analysis and initial contact through discovery meetings and product demonstrations to proposals, negotiation, and closing
• Development of an individual go-to-market strategy and active participation in shaping positioning, approach, and market development in new regions
• Building and maintaining a relevant network of potential customers, technology partners, consulting firms, associations, and other multipliers
• Representation of the company at selected industry events and active use of relevant networks to generate new opportunities
• Close cooperation with CEO, Sales, Product, and Client Success to allow customer feedback, market trends, and commercial opportunities to flow directly into the further development of the offering
• Structured building and management of a sustainable sales pipeline, including CRM maintenance, forecasting, and prioritization of the most important opportunities
• Professional handover of newly acquired customers to the Client Success team, so that your own focus remains long-term on acquisition, market development, and closing

The Successful Applicant ##

• At least five years of experience in B2B sales, business development, or a comparable commercial function
• Proven experience in active new customer acquisition and enjoyment in building new markets and customer relationships
• Ideally experience in banking, wealth management, asset management, FinTech, or WealthTech; alternatively experience in selling complex B2B or SaaS solutions to financial companies
• Strong affinity for technology as well as the ability to present complex solutions understandably and convincingly to decision-makers
• Independent, proactive, and hands-on way of working with high personal responsibility and entrepreneurial thinking
• Confident appearance towards senior stakeholders and C-level decision-makers
• Existing network within the Swiss financial industry is an advantage, but not a mandatory requirement
• Fluent German and English skills; French is an advantage

What's on Offer ##

• Newly created position with great creative freedom and real responsibility for further market expansion
• Established and already market-proven WealthTech platform with over 15 years of track record
• Direct cooperation with the CEO and short decision-making paths
• Attractive access to banks, asset managers, family offices, and other players in the Swiss wealth management industry
• Combination of fixed salary and performance-related variable compensation based on generated new business
• Remote-first working model from German-speaking Switzerland with targeted customer travel and regular exchange with the team in French-speaking Switzerland
• Prospective establishment of a dedicated location in Zurich
• International development opportunities with additional focus on selected financial centers outside of Switzerland
• Entrepreneurial environment with high personal responsibility at the interface between finance and technology

Quote job ref

JN-092026-7112394

Job Function

Sales

Specialisation

New Business Development

Industry

Financial Services

Where

Switzerland

Contract Type

Permanent

Job Reference

JN-092026-7112394