Description
SberFirst is a bank for affluent clients. Our experts use various stock market instruments to help clients develop individual investment plans and achieve their life goals. We use advanced technologies and premium service standards to solve financial tasks quickly and help our clients expand their business and professional networks.
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Responsibilities
- attract premium segment investment clients and build trusting, long-term relationships with them
- manage client portfolios, conduct regular rebalancing, inform clients about changes, and help form a portfolio according to their investment profile and goals
- monitor news and changes in financial markets, formulate relevant investment ideas
- present clients with Sber's basic, investment, and insurance products: deposits, life insurance, brokerage services, trust management, mutual funds, structured products, tax and legal consulting, products and services of the Sber ecosystem, and others.
Requirements
- specialist with a higher education in finance, economics, or banking
- have at least 3 years of experience in selling investment products to the premium segment
- know everything about financial markets and investments
- know the service and sales standards for banking and investment products for premium segment clients
- able to determine a client's risk profile
- ability to use neural networks in daily work.
Conditions
- workplace: Orenburg, 16 Volodarskogo St.
- specialist with a higher education in finance, economics, or banking
- have at least 3 years of experience in selling investment products to the premium segment
- know everything about financial markets and investments
- know the service and sales standards for banking and investment products for premium segment clients
- able to determine a client's risk profile
- willing to use AI in daily work (company-funded training — internal courses available).
