Associate Account Executive Germany (f/m/d)

The role

You will drive Financial Institutions sales by owning the cross-functional sales cycle until contract closing. You will work with the Director Business Development DACH to help large financial institutions digitise their investing propositions.

What you will do

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Drive business growth by taking a consultative approach to understanding client needs
• Develop compelling sales materials that effectively communicate Upvest’s value proposition
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Contribute to sales enablement efforts and process improvement by sharing client insights
• Enable a seamless client onboarding experience via effective communication with the implementations team

Required qualifications

• 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management
• Alternatively, 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects
• Experience in investments or securities trading
• Strong interest in software- and infrastructure-as-a-service products
• Understanding of or eagerness to develop B2B sales methodologies
• Demonstrated first strong leadership skills
• Ability to communicate well with different stakeholder groups
• Strong relationship-building and negotiation skills
• Ability to create trust, handle objections and present compelling pitches
• Hands-on, proactive ownership of complex projects
• Consistent and reliable communication with multiple client and internal stakeholders
• Diligent internal documentation

Nice to have

• Experience selling to banks or wealth managers
• Thorough understanding of the investment industry, its current trends and competitive landscape
• Strong professional network in the investment industry
• Preference for candidates located in Berlin / remote Germany
• Fluent in German (C2 or native)

Benefits

• €20,000 per year to spend on the best AI tools available
• 30 days of annual leave
• Sports benefits
• Access to confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every 4 years of working at Upvest
• Personal development budget
• Competitive, above-market salary
• Participation in employee equity program
• Company-wide events such as UpFest, dinners, offsites and Holiday party

About the company

Upvest empowers businesses to offer a wide range of investment products through an easy to integrate Investment API. The company is backed by €280M in total funding and partners with Europe’s leading Fintechs and financial institutions.