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
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will attract high net worth individual 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 advise clients review portfolios and risk alignment build long term relationships and coordinate with Compliance on KYC and due diligence procedures.
Requirements
- Work experience in the financial sector in a 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
Responsibilities
- Attract HNWI clients and sell investment products and advisory services across all asset classes
- Design customized investment solutions and advise HNWI clients
- Review client portfolios and ensure actual risk levels align with planned levels
- Develop and maintain long term client relationships
- Coordinate with Compliance on KYC and due diligence procedures and standards
Benefits
- High bonus component
- Compensation for mobile communication
