Raison

Sales Manager

Raison  •  Tallinn, EE (Onsite)  •  2 months ago
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Job Description

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;
Raison

About Raison

Raison is a leading investment firm offering premium financial products for high-net-worth individuals, ultra-high-net-worth individuals, family offices, and corporate clients. We specialize in venture capital, structured notes, wealth management, brokerage services, and exclusive investment solutions. Our mission is to provide secure, innovative opportunities for investors seeking to diversify their portfolios and minimize risks.

Our Services:

- Venture Capital: We support resilient startups and companies that have passed the "valley of death" and show high growth potential, offering investors opportunities in early- and growth-stage projects.

- Structured Notes: We create customized financial instruments that minimize risks and secure stable returns by strategically combining assets.

- Wealth Management: Our experts develop personalized strategies to preserve and grow wealth, tailored to each client’s unique goals and needs.

- Brokerage Services: We offer brokerage solutions to both private and corporate clients for managing investments and assets across international markets.

- Corporate Investment Solutions: We provide specialized services for businesses, including asset management, investment strategy development, and tax risk optimization.

- Wealth Club: An exclusive community for affluent investors, Wealth Club offers unique networking opportunities, insights, and access to rare investment opportunities.

Raison collaborates with top finance and law professionals to deliver a comprehensive asset management approach. We focus on long-term client relationships based on trust, transparency, and confidentiality. By adhering to regulatory standards, we ensure the protection of our clients' data at all stages. Join Raison and unlock new opportunities for growing your wealth.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Tallinn, EE
Year Founded
2017
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