The successful candidate manages and further develops Vanguard's franchise in the French part of Switzerland by servicing and extending the book of business with existing accounts in the Geneva area and in the broader region while further developing the region.
The successful candidate manages and further develops Vanguard's franchise in the French part of Switzerland by servicing and extending the book of business with existing accounts in the Geneva area and in the broader region while further developing the region.
More specifically the candidate identifies, builds, and develops new business opportunities for Vanguard in the French part of Switzerland with a main focus on private banks/other banks, insurance companies and mid-sized pension funds. Independently covers existing key accounts and assists in the ongoing retention them. Exhibits strong sales skills and product knowledge in the ETF- and index fund business as well as in active fixed income funds. Covers large and complex prospects and existing accounts.
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Core Responsibilities:
- Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
- Manages in close collaboration with Vanguard stakeholders in Switzerland and London large sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Closely collaborates with other sales executives in the region.
- Develops a strategic sales plan for the French part of Switzerland especially the target client segment Banks, Private Banks and selectively institutional clients (Insurance companies and pension funds) to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
- Effectively presents Vanguard's investments capabilities and services to existing large accounts, prospects, consultants and industry organizations through written, verbal, and electronic media.
- Develops strong relationships with senior and executive management of existing accounts, prospects and client organizations (Including close relationships with: Fund Research/selection, Discretionary Portfolio Management, Advisory, Fund of Fund Management, EAM desks etc).
- Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
- Implements long term relationship growth strategies for key territory key clients and prospects. Covers large and complex prospects and/or accounts.
- Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
- Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
- Coaches, collaborates, and provides insight and direction to other sales executives and internal stakeholders.
- Participates in special projects and performs other duties as assigned.
- Eight years related experience. Five years of sale experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CFA or CAIA preferred.
- Strong knowledge of the Private Banking market in the French part of Switzerland
- Existing strong relationships with Private Banks and other Banks (main focus), Insurers, selectively pensions in the region
- Deep knowledge of ETFs, Index funds and active fixed income funds as well as the competitive landscape
- Broad financial markets understanding
- Negotiations skills and strong autonomy
- Languages: French (native) and English proficiency (German a plus)
- Team player working closely with the Swiss distribution team and stakeholders at the European Headquarter in London
- Location: Zurich (Office) or Geneva area in remote work
- Does not require regulatory license and/or registration
- Vanguard is not offering visa sponsorship for this position.
- This is a hybrid position
Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, "Don't look for the needle in the haystack. Just buy the haystack!". We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.
Inclusion Statement
Vanguard's continued dedication to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.