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20 дней назад

Sales Manager (Investment Products)

36 000 - 36 000€
Формат работы
onsite
Тип работы
fulltime
Английский
b1
Страна
Estonia
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Описание вакансии

TL;DR
Sales Manager (Investment Products): Attracting high-net-worth clients and selling investment products and advisory services across asset classes with an accent on private equity, fixed income, structured products, and customized investment solutions. Focus on reviewing client portfolios and risk levels, maintaining long-term relationships, and coordinating KYC and due diligence compliance.

Sales Manager

Company

Raison

Conditions

6 days ago Salary: 36K - 36K

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will attract high-net-worth clients and sell investment products and advisory services across asset classes, particularly private equity, fixed income, and structured products. You will create customized investment solutions, advise clients, review portfolios and risk levels, maintain long-term client relationships, and coordinate KYC and due diligence compliance.

Requirements

  • Have work experience in a relevant financial-sector position
  • Demonstrate a deep understanding of investment products, financial markets, and economic trends
  • Have experience working with private clients
  • Have successful sales experience
  • Possess at least intermediate English proficiency
  • Relevant higher education is an advantage

Responsibilities

  • Attract HNWI clients and sell investment products and advisory services across all asset classes
  • Focus sales efforts on private equity, fixed income, and structured products
  • Design customized investment solutions and advise HNWI clients
  • Conduct regular client portfolio reviews and ensure actual risk aligns with planned risk levels
  • Develop and maintain long-term client relationships and provide a high level of service
  • Liaise with the Compliance department to ensure adherence to KYC and due diligence procedures and standards

Benefits

  • High bonus component
  • Compensation for mobile communication

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