Sales Manager

Raison

  • Tallinn, Harjumaa
  • Püsiv
  • Täistööaeg
  • 11 päeva tagasi
Tasks
  • Attracting HNWI clients, selling investment products and advisory services across all asset classes, with a focus on private equity (pre-IPO), fixed income, and structured products;
  • Designing customized investment solutions and advising HNWI clients;
  • Conducting regular reviews of client portfolios to ensure, among other things, that the actual level of risk is in line with the planned level;
  • Developing and maintaining long-term relationships with clients to provide a high level of service;
  • Liaising with the Compliance department to ensure compliance with KYC and due diligence procedures and standards.
Requirements
  • Work experience in the financial sector in the relevant position is a must;
  • Deep understanding of investment products, financial markets, and economic trends;
  • Experience working with private clients;
  • Successful sales experience;
  • At least an intermediate level of English;
  • Relevant higher education is an advantage;
Benefits
  • High bonus component;
  • Opportunity for professional and career development;
  • Compensation for mobile communication;
RaisonModern Wealth-tech company developing a mobile solution to manage wealth and finance

Raison

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