Sales Manager

Raison Services · Tallinn, Estonia
Location
Tallinn, Estonia
Work mode
On-site
Type
Full-time
Seniority
Manager
Salary
Not stated
Department
Management, Team Leader
Languages
EN
Posted
7 Feb 2024

Verified open 3 Nov 2026 · Source: JOIN

About the role

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;
  • At least an intermediate level of English;
  • Relevant higher education is an advantage;

Benefits

  • High bonus component;
  • Opportunity for professional and career development;
  • Compensation for mobile communication;

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