Job 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;
- Relevant higher education is an advantage;
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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