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Tasks
Requirements
Benefits
- 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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