Sales Manager

1 week ago

Tallinn, Harjumaa, Estonia Raison Full time €104,000 - €130,878 per year

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;

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