Sales & Business Manager Wealth Planning (AI)

Location: Zürich / Genferstrasse 27, Switzerland. Fixed-term role starting 1 January 2027; the posting states both 9-month and 10-month durations.

Company

hirify.global is a family-owned and publicly listed financial services company headquartered in Zurich, with more than 2,000 professionals across 28 locations globally.

What you will do

• Monitor business performance, analyse KPIs, and recommend actions to improve sales effectiveness, client engagement, and business results.
• Prepare management reporting, presentations, and data-driven insights for executive decision-making and business growth.
• Identify growth opportunities and support the expansion of Wealth Planning capabilities across markets.
• Coordinate strategic initiatives, growth programmes, process improvements, and cross-divisional projects.
• Assess, implement, and roll out tools and business solutions that improve efficiency, transparency, and scalability.
• Lead strategic projects end-to-end, including stakeholder management, delivery, and sustainable implementation.

Requirements

• Several years of experience in Sales Management, Business Management, or Business Development within Swiss Private Banking or Wealth Management.
• University degree or equivalent qualification in Finance, Economics, Business Administration, or a related field.
• Strong analytical skills, including interpreting complex data, identifying trends, and deriving business conclusions.
• Advanced proficiency in Microsoft 365, particularly Excel and PowerPoint.
• Experience managing strategic projects, transformation initiatives, and CRM or system implementations such as Salesforce.
• Excellent written and verbal communication skills in German and English.
• Affinity for Artificial Intelligence and willingness to use AI-enabled tools and ways of working.
• Strategic and analytical thinking, strong execution skills, ownership, resilience, attention to detail, and the ability to manage multiple priorities independently.

Culture & Benefits

• Top Zurich location with collaboration spaces and free lunch.
• Friendly, diverse, and international working environment.
• Agile ways of working, mutual trust, flat hierarchy, and collaboration across all levels.
• Collaborative environment with opportunities to learn and develop.

Hiring process

• Apply through the hirify.global career portal.
• Applicants are encouraged to apply even if they do not meet every listed criterion.