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 clients and sell investment products and advisory services, with a focus on private equity, fixed income, and structured products. You will design tailored investment solutions, advise clients, review portfolios and risk levels, maintain long-term client relationships, and coordinate with Compliance on KYC and due diligence.
Requirements
- Experience in a relevant financial-sector position
- Deep understanding of investment products, financial markets, and economic trends
- Experience working with private clients
- Successful sales experience
- Intermediate English
- Relevant higher education is an advantage
Responsibilities
- Attract high-net-worth clients and sell investment products and advisory services
- Design customized investment solutions and advise clients
- Review client portfolios and ensure risk levels align with plans
- Develop and maintain long-term client relationships
- Liaise with Compliance to ensure adherence to KYC and due diligence procedures
Benefits
- High bonus component
- Compensation for mobile communication