Sales Manager

Employee

Management, Team Leader

800 $ to 1 200 $ / month

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.

Work experience in the financial sector in the relevant position;
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;