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Raison

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.

saleshybridTallinn, Estoniafull-time

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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