HNWI Sales Specialist / Private Wealth Management (In Archive)

A large Asset Management / Private Wealth fund in Moscow is looking for an experienced sales professional, preferably with Sales background from Investment Bank / investment products.


The Role:

Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products.
Client introduction to other product specialists from Wealth Management / Asset Management Advisory Team to maximise cross-selling opportunities
Generate bespoke investment solutions and advice HNWI clients (including but not limited to non-Russian citizens)
Effectively collaborate with senior members of the Private Wealth department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
Be part of major marketing and PR campaigns aimed at activating new High Net Worth Individual clients
Closely cooperate with compliance division and ensure that all processes and standards are met and accurate (KYC etc.)
Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
Build and constantly keep strong relationship with clients to ensure service satisfaction and meet ongoing requirements
Conduct regular appraisals of clients portfolios, check that investments remain within objectives and risk boundaries

Your Professional Background:

Solid academic background within top-tier Universities
At least 5 years of experience in Sales within Private Banking or Investment Banks (latter is preferable)
Deep understanding of investment products available on the market
Profound understanding of financial markets and economic trends
Fluency in English is a must. Majority of clients are non-Russian citizens
Relevant certificates is a plus
Excellent communication and sales skills

Job contact details

Arthur Lots

Candidate selection criteria

Professional Experience*

5 years (Required)


Undergraduate (Required)


English: Fluent (Required)