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Senior Sales & Business Development (Swiss German Expansion)

Zürich, Switzerland

Job type:

Full Time

About the Role

New Access is seeking a proactive, enterprising, and creative Business Development Manager. New Access help Private Banks & Wealth Managers in their digital transformation. This position offers an ideal opportunity to join a growing company capable of offering its clients:

  • A suite of Core-to-Digital solutions including an advanced and comprehensive basic banking system of wealth management,

  • A portfolio management system (PMS),

  • A digital customer lifecycle management (CLM).

Your playground:

  • The German-speaking Switzerland

  • Liechtenstein

  • Ideally Lugano

Your Challenge:

  • Maintain and develop an intimate relationship with each client and become a trusted partner

  • Develop strategic penetration of accounts. Identify and develop potential alliance partnerships and seek new markets and areas of product growth.

  • Actively contribute to business planning and direction of corporate strategy

  • Regularly visit all customers based in German-speaking Switzerland

  • Develop our customers' knowledge of all our core to digital solutions

  • Research new accounts, identify key players, and generate interest

  • Maintain and develop your prospect database in your assigned territory

  • Perform effective online demonstrations on potential accounts

  • Work closely with the New Access pre-sales and delivery teams to ensure that the offerings and services offered fully meet the business and technological needs of customers.

  • Work closely with marketing to build pipeline and close deals

  • Provide leadership to clients during the initial stages of an engagement. Track and ensure total customer satisfaction throughout the relationship lifecycle.

  • Support market research and competitive positioning analysis of the team in partnership with presales, marketing, and product development staff.

  • Demonstrate strong personal communication and presentation skills to build interest, credibility, and trust.


Your profile:

  • Proven experience (at least 7 years) in the software sales sector, in business consulting or in business development and relationship management

  • Proactive mentality

  • Excellent verbal and written communication skills

  • Excellent listening and presentation skills

  • Ability to multitask, prioritize and manage time effectively

  • Experience working with or a similar CRM

  • Fluency in English mandatory,

  • Ideally native Swiss German or German speaker

About the Company

New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industries.
The company enables digital transformation and improves client’s satisfaction with its digital front-end solution, including an advisor cockpit, Client Lifecycle Management (CLM) and a client/EAM portal. Through its offer, New Access revolutionizes the digital approach to wealth management by offering a digital solution that automates compliance control, increases the productivity of relationship managers and provide to final customers a secure and modern digital experience with their bank.
New Access has been operating for over 20 years exclusively in the private banking and wealth management sectors, supporting more than 60 customers worldwide.