Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will attract high-net-worth clients and sell investment products and advisory services, with a focus on private equity, fixed income, and structured products. You will design tailored investment solutions, advise clients, review portfolios and risk levels, maintain long-term client relationships, and coordinate with Compliance on KYC and due diligence.
Requirements
- Experience in a relevant financial-sector position
- Deep understanding of investment products, financial markets, and economic trends
- Experience working with private clients
- Successful sales experience
- Intermediate English
- Relevant higher education is an advantage
Responsibilities
- Attract high-net-worth clients and sell investment products and advisory services
- Design customized investment solutions and advise clients
- Review client portfolios and ensure risk levels align with plans
- Develop and maintain long-term client relationships
- Liaise with Compliance to ensure adherence to KYC and due diligence procedures
Benefits
- High bonus component
- Compensation for mobile communication