Sales Manager
Raison · Tallinn
Job description
About the role
We are seeking a dynamic Sales Manager to drive the acquisition and servicing of high‑net‑worth (HNWI) clients across a broad range of investment products. You will focus on private equity (pre‑IPO), fixed income, and structured products, delivering tailored solutions that align with client risk profiles and investment objectives.
Key responsibilities
- Attract and onboard HNWI clients, promoting investment products and advisory services across all asset classes.
- Design customized investment solutions and provide ongoing advisory to private clients.
- Conduct regular portfolio reviews to ensure risk levels match planned targets.
- Develop and maintain long‑term client relationships, delivering a high level of service.
- Coordinate with the Compliance department to meet KYC and due‑diligence standards.
Required profile
- Proven work experience in a similar financial sales role.
- Deep understanding of investment products, financial markets, and economic trends.
- Experience serving private clients and successful sales track record.
- Intermediate or higher proficiency in English.
- Relevant higher education is an advantage.
Required skills
What we offer
- High bonus component linked to performance.
- Opportunities for professional and career development.
- Compensation for mobile communication expenses.
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Published 2 days ago
Expires 1 month from now
8 views · 0 interested
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Raison
Tallinn