Категории вакансий

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.