Description
SberPervy is a premium service office for Sber's affluent clients. We work with exchange-traded instruments, help create an investment portfolio, and use ready-made strategies to build our clients' capital.
Our team is looking for a financial advisor who will work with investor clients and be involved in attracting assets into 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
- monitor news and changes in financial markets, generate current investment ideas
- present Sber's basic, investment, and insurance products to clients: 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 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 form a client's risk profile
- willing to use AI in daily work (company-funded training — has its own courses)
Conditions
- quarterly, annual bonuses, and annual salary review
- opportunity to influence your income
- career growth prospects
- extended DMS and preferential insurance for family
- flexible mortgage loan discount equal to 1/3 of the Central Bank's key rate
- Sber's unique online learning system for career development and growth
- free SberPrime+ subscription, discounts on partner company products
- referral bonus for recommending friends to the Sber team.
