Planning and achieving sales targets for the department
Developing and optimizing sales department business processes
Analyzing department performance metrics and KPIs
Managing objections and assisting in closing deals
Attracting HNWI clients, selling investment products and advisory services across asset classes, primarily Private Equity (Pre-IPO), bonds, and structured products
Conducting regular client portfolio reviews to ensure risk levels align with planned targets
Building and maintaining long-term relationships with clients to ensure premium service quality
Coordinating with the compliance department to ensure adherence to KYC and Due Diligence procedures and standards
Recruiting, training, and developing new employees to achieve results
Leading team meetings, briefings, and strategic sessions
Requirements
Proven experience in the financial sector in a relevant position
Strong understanding of investment products, financial markets, and economic trends
Experience working with high-net-worth clients (HNWI)
Demonstrated success in sales
Strong ability to provide feedback and train employees
Proficiency in English (Intermediate level or higher)
Relevant higher education is an advantage
Benefits
Opportunities for continuous professional development and career growth through regular trainings and webinars
Office-based position, schedule from 10:00 AM to 7:00 PM, Monday to Friday
Competitive salary with a performance-based bonus structure
Modern Wealth-tech company developing a mobile solution to manage wealth and finance
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