Asset Management and Investment Advisory Services Specialist
Son tarix 22 mar 2022 - [email protected]
Terms of references:
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To identify client risk profiling and wealth management interviews;
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To propose suitable investment products per client profile and goal;
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To provide investment and financial advisory;
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To train webinars for clients and RMs;
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To improve sales process;
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To build and structure client database;
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To rebalance existing portfolios and inform the clients.
Required skills:
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Education: BA or MA degree in Finance, Economy, Marketing, Sales
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Work experience: 3-5 years
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Certificates: CFA II or CFA III level candidates
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Languages: English, Russian
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Computer Skills: Microsoft Office, Bloomberg
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Product Knowledge: Private banking, invesmtent products and services, portfolio management
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Market knowledge: Financial markets
Other:
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Investment strategies and risk management
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Investment products in local and international markets
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Strong sales oriented personality and interpersonal skills
Approximately salary ranges is 1700-2500 NET.
