Senior Sales Executive

UFG Wealth Management (the first independent family office in Russia) is looking for a Senior Sales Executive for Portfolio Management department. Our team of experts demonstrates exceptional results across the entire spectrum of investment strategies and is committed to expand the client base.


Описание позиции и обязанности

  • Attract new clients using own client base and personal network;
  • Offer tailor made solutions to clients (UHNWIs) using all the expertise of family office and our international infrastructure;
  • Participate in development of new innovative tools and solutions for clients;
  • Contribute to UFG WM brand development within professional community and agents’ network.


Требования к кандидату

  • Proven track record of at least 5 years of relevant work with high performance;
  • Strong personal business case: own client base (150+ mln USD) and wide network in the industry of Private banking and investment services for UHNWIs;
  • Excellent relationship management skills and ability to act as trusted advisor to UHNWIs on a wide range of issues of personal and family wealth management;
  • Good knowledge of financial markets and investments;
  • Fluent English;
  • Team player, entrepreneurial approach to business.

Требования к кандидату

Профессиональный опыт*

7 лет (Обязательно)


Бакалавр / Специалист (Обязательно)

Разрешение на работу

Россия (Обязательно)

Индустриальный опыт

Инвестиции (Обязательно)


Portfolio & Wealth Management (Обязательно)


CFA: Аккредитован (Опционально)

Знание языка

Английский: Свободный (Обязательно)