Sales Manager
You attract high-net-worth clients and sell investment products and advisory services across asset classes, focusing on private equity, fixed income, and structured products. You design customized investment solutions, advise clients, review portfolios and risk levels, maintain long-term relationships, and coordinate with Compliance on KYC and due diligence procedures.
Responsibilities
- Attract high-net-worth clients
- Sell investment products and advisory services across all asset classes
- Design customized investment solutions
- Advise high-net-worth clients
- Conduct regular reviews of client portfolios
- Ensure actual portfolio risk aligns with planned risk
- Develop and maintain long-term client relationships
- Liaise with the Compliance department on KYC and due diligence procedures
Requirements
- Work experience in the financial sector in a relevant position
- Deep understanding of investment products
- Understanding of financial markets
- Understanding of 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