Tasks
- 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.
Requirements
- Work experience in the financial sector in the relevant position;
- 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; *Relevant higher education is an advantage;
Benefits
- Office work in Astana scheduled from 10:00-19:00 5/2;
- High bonus component;
- Registration under the Labour Code of the Republic of Kazakhstan;
- Opportunity for professional and career development;
- Compensation for mobile communication;
TasksAttracting 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...
Tasks
- 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.
Requirements
- Work experience in the financial sector in the relevant position;
- 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; *Relevant higher education is an advantage;
Benefits
- Office work in Astana scheduled from 10:00-19:00 5/2;
- High bonus component;
- Registration under the Labour Code of the Republic of Kazakhstan;
- Opportunity for professional and career development;
- Compensation for mobile communication;
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