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Financial Adviser/Client Adviser
Компания Крупная Управляющая компания
Место работы Москва
Client acquisition and development (high-net worth individuals) and corporate.
Establishing long relationship with clients
Active sales: Mutual funds (Russian and foreign investment funds), Trust (private, legal, institutional), development of client base (high-net worth individuals).
Portfolio management (global investments), global analytics.
Developing client relationship, including problem clients
Building partnership programs: companies producing luxury goods & services
Widening the product line, including investment on foreign markets
Taking part in business forums and conferences on private banking topics
Management of existing client relationships, market analysis,
compliance, information and advisory clients’ support.