🎁 Swissquote | Retail Sales ePrivate Banking (Robo Advisory)


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  • Link: Retail Sales ePrivate Banking (Robo Advisory) from Swissquote

  • Dates: All year 2018.
  • Job location: Zurich, Switzerland.
  • Job description: Be proactive about sales activities to private individuals and identify referral opportunities. Acquire new customers, perform initial contact as well as continuous follow ups. Conduct clients in the onboarding and investment strategy setting process. Perform ePrivate Banking retail webinars and product presentations. Participate at exhibitions and events on behalf of Swissquote. Provide customer feedback to optimize existing tools and procedures. Prepare frequent reports with sales and financial data.