Sales Manager
Raison is a licensed global wealth-management and investment platform offering access to private deals, structured products, public markets, and digital assets for individual and institutional investors.
About Raison
Raison provides regulated investment and wealth-management services, including access to stocks and ETFs, bonds, private markets, venture capital funds, structured products, crypto-assets, investment management, custody, and corporate finance services. It serves private investors, high-net-worth individuals, family wealth holders, and institutional clients through a multi-jurisdictional regulated infrastructure. Raison also offers a Wealth Club for private investor events and a Wealth Tracker for monitoring assets across accounts, although the tracker is marked as coming soon.
Skills
Candidate Availability
About the Role
You will attract high-net-worth clients and sell investment products and advisory services across all asset classes, with a focus on private equity (pre-IPO), fixed income, and structured products. You will design customized investment solutions, regularly review client portfolios to make sure risk stays in line with plans, build long-term client relationships, and work with the Compliance department on KYC and due diligence.
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
Responsibilities
- Attract HNWI clients and sell investment products and advisory services across all asset classes, focusing on private equity (pre-IPO), fixed income, and structured products
- Design customized investment solutions and advise HNWI clients
- Conduct regular reviews of client portfolios to ensure actual risk matches planned risk
- Develop and maintain long-term client relationships to provide a high level of service
- Liaise with the Compliance department to ensure compliance with KYC and due diligence procedures and standards
Benefits
- High bonus component
- Compensation for mobile communication