- Location
- Estonia
- Workplace
- Onsite
- Department
- Manager
- Seniority
- Manager
- Source
- JOIN
Description
## 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;