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;
At least an intermediate level of English;
Relevant higher education is an advantage;
Benefits
High bonus component;
Opportunity for professional and career development;
