Sales Manager
Raison is a comprehensive investment platform offering personalized solutions for wealth management. It provides access to a diverse range of assets including stocks, bonds, private markets, and crypto-assets, catering to both individual and institutional investors within a regulated framework.
About Raison
Raison is a comprehensive investment platform offering personalized solutions for both personal and institutional clients, from launching an investment path to growing existing wealth. It provides a unique set of investment solutions with a personalized approach, including a diverse range of instruments like stocks, ETFs, bonds, pre-IPO investing in top-tier private companies, structured products, and crypto-assets. The platform features tools like a wealth/investment tracker to manage assets from multiple platforms, investment management services, and future services like payment accounts and debit cards. Raison caters to different investor levels with tiered account plans (Launch, Growth, Wealth), offering features from basic investment access to exclusive venture capital market opportunities and personal financial assistance. The company emphasizes a strong regulatory framework, operating under a multi-jurisdictional legal framework with entities regulated in Kazakhstan (AFSA), the British Virgin Islands (FSC), the USA (SEC), and Lithuania, providing brokerage, asset management, investment advisory, and crypto-asset exchange services.
Skills
About the Role
You will attract HNWI clients and sell investment products and advisory services across asset classes, with a focus on private equity, fixed income, and structured products. You will design tailored investment solutions, advise clients, review their portfolios and risk levels, maintain long-term client relationships, and coordinate with Compliance on KYC and due-diligence procedures.
Requirements
- Have work experience in a relevant financial-sector position
- Understand investment products, financial markets, and economic trends deeply
- Have experience working with private clients
- Have successful sales experience
- Have at least intermediate English proficiency
- Have relevant higher education is an advantage
Responsibilities
- Attract HNWI clients and sell investment products and advisory services across asset classes
- Design customized investment solutions and advise HNWI clients
- Review client portfolios and ensure risk levels align with planned levels
- Develop and maintain long-term client relationships
- Liaise with the Compliance department to ensure adherence to KYC and due-diligence procedures and standards
Benefits
- High bonus component
- Compensation for mobile communication
