Experienced Sales Person

Altoo AG seeks a Senior Sales professional in Baar to drive revenue growth among UHNW individuals and Family Offices through lead generation, relationship building, and deal closure.

The company is looking for a dedicated sales expert to expand its client base within the ultra-high-net-worth and Family Office segments. The primary objective is to generate new business opportunities, cultivate strong connections with key decision-makers, and successfully close sales agreements to achieve revenue targets.

Responsibilities

• Research and identify prospective clients using online resources, referrals, and professional networking.
• Build and sustain relationships with influential figures at target organizations.
• Present and demonstrate software solutions to potential customers.
• Oversee the entire sales process, from initial lead generation to final contract signing.
• Negotiate pricing structures and contractual terms with clients.
• Work closely with marketing, product, and customer service teams to ensure high client satisfaction.
• Achieve or surpass monthly, quarterly, and annual sales goals.

Requirements

• A proactive sales mindset with a documented history of acquiring clients in the target wealth management sector.
• Practical experience interacting with and negotiating alongside wealthy individuals, their advisors, and financial institutions.
• Strong motivation to create new business opportunities and a natural drive for acquisition.
• Ability to take ownership and adapt quickly in a fast-paced environment.
• Excellent interpersonal and networking abilities.
• Proficiency in English.

Nice to have

• An active professional network within Swiss, European, or Asian wealth management markets.
• Additional language skills to support global representation.

What the company offers

• Clear performance targets paired with a competitive compensation structure.
• A dynamic growth environment that encourages employees to contribute their own ideas.
• A hybrid work model and access to a modern, attractive office space in Baar.

About the company

Founded in 2017, Altoo AG operates with the mission to simplify complex wealth management. The company provides a platform that consolidates assets held at banks alongside non-bankable holdings like real estate, private equity, and art collections. This empowers wealthy individuals to maintain clear oversight and control over their total wealth through an intuitive interface.

• Mission-driven focus on creating simplicity for complex wealth.
• Empowering clients to manage diverse asset classes through a unified platform.
• Encouraging innovation and personal initiative within a growth-oriented culture.