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;Modern Wealth-tech company developing a mobile solution to manage wealth and finance