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Sales Manager
Raison is a fintech platform that provides investment and wealth management services, offering access to stocks, bonds, crypto-assets and pre-IPO investments with different account plans.
Benefits:
Hybrid work in Tallinn
High bonus component
Opportunity for professional and career development
Compensation for mobile communication
Education Requirements:
Relevant higher education is an advantage
Experience 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
Responsibilities:
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.
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