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;
• 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

• Office work in Astana, scheduled from 10:00-19:00, 5/2;
• High bonus component;
• Registration under the Labour Code of the Republic of Kazakhstan;
• Opportunity for professional and career development;
• Compensation for mobile communication;

Modern Wealth-tech company developing a mobile solution to manage wealth and finance