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About the role
Key responsibilities & impact- Establish and maintain strong, long-term relationships with key clients in private banking.
- Act as their primary point of contact and trusted advisor for banking and digitalization solutions.
- Identify and generate new client opportunities within the Banking sector for both core banking and workflow tools, driving growth and expanding the client base.
- Leverage knowledge of Core Banking systems, Private Banking, banking workflows, and digitalization tools to provide high-value recommendations and solutions to clients.
- Work closely with internal teams (technical, product, professional services, project management and support) to ensure successful client onboarding, project implementation, and ongoing customer success.
Requirements
What you’ll need- Minimum of 5 years of experience in account management, sales, or business development within private banking, core banking, fintech, or banking digitalization.
- Solid understanding of Core Banking systems, Private Banking, and Banking Digitalization.
- Proven track record in building and maintaining strong client relationships, particularly in private banking, with a focus on identifying and addressing client needs.
- Strong sales skills, with the ability to manage complex sales cycles, negotiate contracts, and close deals successfully.
- Fluency in both German (Swiss German ideally) and English (spoken and written) is essential for effective communication with local clients and stakeholders. French a strong plus.
- Passion for fintech innovations and a keen understanding of the latest trends in digital banking and technology solutions, particularly in the private banking sector.
Benefits
Comp & perks- Home office accepted twice a week
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Core Banking systemsBanking DigitalizationSales skillsAccount managementBusiness developmentContract negotiationClient onboardingProject implementationCustomer success
Soft Skills
Relationship buildingCommunicationNegotiationProblem-solvingClient needs assessment
