Sales Manager
Tallinn, Estonia (hybrid)
Employee
Management, Team Leader
3000 € / 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.
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
- Hybrid work in Tallinn;
- High bonus component;
- Opportunity for professional and career development;
- Compensation for mobile communication;
Updated: 9 minutes ago
Job ID: 13853778
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11-50 employees
Investment Banking
Modern Wealth-tech company developing a mobile solution to manage wealth and finance
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