Категории вакансий

Financial Advisor

Компания Leading Investment Company

Место работы Moscow


Actively acquire new clients, deepen and maintain relationship with existing client and actively cultivate contacts Deliver comprehensive financial advice including tax, retirement provision and insurance, real estate and loans, inheritance and corporate finance needs provided by best experts in related markets Promote sale of various financial products and services such as stocks, bonds, investment funds, structured products, trust and foundation in accordance with clients’ investment preferences, experience and risk profile Monitor economic, political and social developments in the local and global markets on an ongoing basis and provide clients with the latest updates and comments Analyze the present results and monitor the performance for the discretionary mandate as well as manage non-discretionary portfolios by defining the risk profile, the strategic asset allocation and the portfolio construction. Provide holistic view at clients’ portfolio

5-10 years experience in Private Banking and highly developed sales and financial advisory skills University degree in business administration / finance / economics Fluent English/Russian Strong knowledge of financial markets Sales in financial markets / asset management / private banking / industries experience