Тhe first in Russia independent family office UFG Wealth Management is looking for a Senior Sales Executive for Portfolio Management department.
UFG Wealth Management — первый независимый семейный офис в России. Компания была основана как новое направление в инвестиционной компании UFG Asset Management и позже трансформировалась в самостоятельный бизнес. Компания оказывает инвестиционные, юридические и консалтинговые услуги, ориентированные, прежде всего, на частных клиентов.
Описание позиции и обязанности
Attract new clients using own client base and personal network;
Offer tailor made solutions to clients (UHNWIs) using all the expertise of family office and our international infrastructure;
Participate in development of new innovative tools and solutions for clients;
Contribute to UFG WM brand development within professional community and agents’ network.
Требования к кандидату
Proven track record of at least 5 years of relevant work with high performance;
Strong personal business case: own client base (150+ mln USD) and wide network in the industry of Private banking and investment services for UHNWIs;
Excellent relationship management skills and ability to act as trusted advisor to UHNWIs on a wide range of issues of personal and family wealth management;
Good knowledge of financial markets and investments;
Fluent English;
Team player, entrepreneurial approach to business.
