Sales Manager – Investment Products & Advisory Services
Raison · Tallinn
Description du poste
About the role
The Sales Manager will drive acquisition and retention of high‑net‑worth (HNWI) clients by offering a full range of investment products and advisory services. The focus is on private equity (pre‑IPO), fixed income and structured products, delivering tailored solutions that meet clients’ risk and return objectives.
Key responsibilities
- Attract and onboard HNWI clients, promoting investment products across all asset classes.
- Design customized investment solutions and provide ongoing advisory to high‑net‑worth individuals.
- Conduct regular portfolio reviews to ensure risk levels align with client objectives.
- Develop and maintain long‑term client relationships to ensure a high level of service.
- Coordinate with the Compliance department to meet KYC and due‑diligence standards.
Required profile
- Proven experience in a similar financial sales role.
- Deep understanding of investment products, financial markets and economic trends.
- Experience working with private clients and successful sales track record.
- Intermediate level of English (at least).
- Relevant higher education is an advantage.
Required skills
- None specified.
What we offer
- High bonus component linked to performance.
- Opportunities for professional and career development.
- Compensation for mobile communication expenses.
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Raison
Tallinn