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HNWI Sales Specialist / Private Wealth Management
Albert Cliff Limited | Россия, Москва

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

Требования к кандидату

  • Опыт работы (>)
    5 лет (обязательно)
  • Образование
    • Бакалавр / Специалист (обязательно)
  • Знание языка
    • Английский, Свободный (обязательно)

Контактные данные

  • Рекрутер
    Arthur Lots