Jobiglo

No results.

Sales Manager – Investment Products & Advisory Services

Raison · Tallinn

🇬🇧 English

Job description

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.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec Raison.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.

Why are you reporting this job?

Thank you for your report. We will review this job.

Explore further

Salaries, guides and searches in Estonia.

Salaries by job title

Apply in 30 seconds

Enter your email to apply. An account will be created automatically.

Apply now →

By continuing, you accept our terms of use.

Already have an account? Login

A question about this job?

Ask it here: you will get the full job summary by e-mail, right away.

💬 Chat with us on Telegram

Published 1 month ago

Expires 1 week from now

28 views · 0 interested

Boost your chances

Upload your CV — we will match you with relevant openings.

Analyzing your CV...

Raison

Tallinn