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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You attract high-net-worth clients and sell investment products and advisory services across asset classes, focusing on private equity, fixed income, and structured products. You design customized investment solutions, advise clients, review portfolios and risk levels, maintain 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
- Understanding of financial markets
- Understanding of 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 high-net-worth clients
- Sell investment products and advisory services across all asset classes
- Design customized investment solutions
- Advise high-net-worth clients
- Conduct regular reviews of client portfolios
- Ensure actual portfolio risk aligns with planned risk
- Develop and maintain long-term client relationships
- Liaise with the Compliance department on KYC and due diligence procedures
Benefits
- High bonus component
- Compensation for mobile communication