About

Job Description

• Working within a team of multi-skilled investment specialists in Wealth Management
• Acquire new clients (all stages of the sales process from lead generation and qualification to customer satisfaction and retention)
• Establish and develop strong strategic business relations with clients
• Be a face of the company to your clients, solving all problems concerning the services rendered
• Achieve the required sales levels
• Report to the Head of Wealth Management

Desired Skills & Experience

• Negotiation skills with all levels of the organization, Strong customer service skills
• Strong communication skills; bother written and verbal High School Diploma required Bachelor's degree or equivalent experience required
• Understanding of business needs/requirements
• Strong analytical skills
• Ability to work independently
• Preparation of pitch materials for both entry level and sophisticated investments portfolio solutions
• Phone etiquette skills required Multi tasking in a high volume environment required Fluent English (verbal & written communication)
• Mother Tongue - Russian