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Raison

Sales Manager

Raison
Estonia · Full-time · Director

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 is a must;

  • 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

  • High bonus component;

  • Opportunity for professional and career development;

  • Compensation for mobile communication;
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Posted
Feb 05, 2026
Type
Full-time
Level
Director
Location
Tallinn
Company
Raison

Industries

Investment Banking

Categories

Management

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