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Raison

Sales Manager

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Description

You will attract HNWI clients and sell investment products and advisory services across asset classes, particularly private equity, fixed income, and structured products. You will design investment solutions, advise clients, review portfolio risk, maintain long-term client relationships, and ensure KYC and due-diligence compliance.

Responsibilities

  • Attract HNWI clients and sell investment products and advisory services across asset classes
  • Design customized investment solutions and advise HNWI clients
  • Conduct regular client portfolio reviews to ensure risk levels align with planned levels
  • Develop and maintain long-term client relationships and provide high-quality service
  • Liaise with the Compliance department to ensure compliance with KYC and due-diligence procedures and standards

Requirements

  • Work experience in the financial sector in a 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

Benefits

  • High bonus component
  • Compensation for mobile communication
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See also

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