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Private Sales Coordinator

SwissquoteZürich, ZH, CH

Vor 30+ Tagen

Stellenbeschreibung

Company Description

Building the bank of tomorrow takes more than skills.

It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams.

By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment

Are you all in? Don’t be shy, apply!

Job Description

As a member of our Zurich Sales department, you will conduct multiple tasks to grow the business through providing best in class service to the existing clients of the Bank as well to new clients.

You are ready to bring and demonstrate :

Client-first approach and commitment to high-class service
Team playing attitude
Understanding and escalation of client’s issues
Suggestions for improvements of products, services and processes
Commitment to our organizational values
Sense of urgency and high energy

Role description :

Support our Retail Sales team in Zurich

Perform initial contact with the prospects as well as continuous follow up in coordination with the team member

Provide full support to all our Sales team members to ensure a high service level and meet the team targets

Handle incoming calls from prospects, clients and other departments

Handle general internal and external correspondence and mailing

View account forms, ensure completeness and correctness of the data provided for account opening purpose

Conduct customer due diligence checking and performing identification of clients via video conference

Coordinate with other departments (Legal and Compliance, Client Register, Central Data, payment) to ensure account opening and funding

Other administration / sales tasks as assignment from Line Manager

Support for our customers in our Show Room

Show room account openings for new customers

Show room management (administrative activities)

Qualifications

German or Swiss German as mother tongue and fluent in English and Italian.

A proven experience in administration roles or sales support service

Rigorous, great sense of priorities and excellent organizational skills

You have a talent in efficiency and strong communications skills

You have the ability to adapt yourself to a changing environment in a fast growing Bank

You have an open-minded and team-oriented spirit

Ideally a first experience in a Bank

Additional Information