Description
SberFirst is a premium service office for affluent Sberbank clients. We work with stock market instruments, help build investment portfolios, and use ready-made strategies to build clients' capital.
Our team is looking for a financial advisor who will work with investor clients and be involved in attracting assets to investments.
Responsibilities
- attract premium segment investor clients and build trusting, long-term relationships with them
- manage client portfolios, regularly conduct rebalancing, inform clients about changes and help form a portfolio according to their investment profile and goals
- follow news and changes in financial markets, generate current investment ideas
- present clients with Sberbank's basic, investment and insurance products: deposits, life insurance, brokerage services, trust management, mutual funds (PIFs), structured products, tax and legal consulting, products and services of the Sber ecosystem and others
Requirements
- specialist with higher education in finance, economics or banking
- have experience in selling investment products to the premium segment for 3+ years
- know everything about financial markets and investments
- know the service and sales standards for banking and investment products for premium segment clients
- able to form a client's risk profile.
- willing to use AI in daily work (company-funded training — there are our own courses)
Conditions
- quarterly, annual bonus and annual salary review
- opportunity to influence your income
- career growth prospects
- extended voluntary health insurance (DMS) and preferential insurance for family
- flexible mortgage discount equal to 1/3 of the Central Bank key rate
- unique Sberbank online training system for career development and growth
- free SberPrime+ subscription, discounts on products from partner companies
- reward for recommending friends to the Sberbank team.
