It is is a developing professional role, integrating in-depth specialty area knowledge with a solid understanding of industry standards and practices.
Employee in this role will be responsible for:
-Client Account Management
-Review CitiGold customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
-Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
-Organize CitiGold customer events to enhance customer bonding
-Acquire new CitiGold customers through converting referral leads
Requirements to candidates:
- 5-7 years relevant experience
- Ability to manage relationships both internal and external
- Mandatory certifications as required for selling financial products
- CFA qualification is an advantage
- Bachelor's/University degree or equivalent experience
The role is located in Moscow, Russia.
We value our talented employees, and whenever possible strive to help them grow professionally. If you think this open vacancy is right for you, we encourage you to send your CV to Polina Rasskazova at firstname.lastname@example.org.
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Entrance 3, Office 11,
3 Davydkovskaya street,
Moscow 121352 Russia