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;
• Deep understanding of investment products, financial markets, and economic trends;
• Experience working with private clients;
• Successful sales experience;
• At least an inter...