от компании (организации): ВТБ Капитал в городе (населённом пункте): Москва, Россия
в отрасли экономики "Банки, инвестиции, лизинг" → "Привлечение клиентов"
с заработной платой: по договоренности
Вакансия № 3107162 добавлена в базу данных сайта Работа в Москве и Московской области (МО, Подмосковье): Четверг, 29 августа 2024 года.
Дата обновления вакансии № 3107162 на сайте Работа в Москве и Московской области (МО, Подмосковье): Среда, 25 сентября 2024 года.
Обращаем Ваше внимание, что на момент обращения к работодателю вакансия № 3107162 может быть уже занята. Администрация сайта Работа в Москве и Московской области (МО, Подмосковье) приносит извинения за доставленные неудобства.
Требования к опыту работы:
1–3 года
Тип занятости:
полная занятость
График работы:
полный день
Дополнительные сведения о вакансии: HNWI Specialist
Our Goal and Mission
VTB Capital’s goal is to be Russia’s Investment Banking powerhouse. We want to be the firm that is a natural choice for all Russian Investment banking and asset management products. A choice our clients around the world make routinely and with confidence.
Our mission is to exceed client expectations by providing first class financial services. To create value for the benefit of our clients and for economic and social progress globally.
The Position
- HNWI Specialist is the position in HNWI Relationship Block. The principle role of the position is to support sales managers in all aspects of their day to day duties, servicing the HNW clients and covering all client needs through collaboration with other business units within the company. Job holder is expected to maintain all service and support issues related to HNWI Relationship Block and fulfil single business requests from the Head of department.
Principal Responsibilities:
- To support HNWI sales block and every team member;
- Regular updates of client accounts in CRM and 1С Portfolio;
- Providing clients with current weekly / monthly reports from 1C or back office reports depending on client needs;
- Clients single requests processing (delegating its fulfilment to the concerned business unit within the Company, controlling results, presenting to clients);
- Organizing and controlling the process of preparing alterations of signed asset management agreements by the concerned business units;
- Running the document flow between the company and clients;
- Making annual clients questionnaire; updating packages of documents from clients required in accordance with asset management agreements and internal policy
Key Competencies & Qualifications:
- The position requires a person holding a Barchelor or Master degree in banking, legal, economics, international affairs, finance, or management.
The candidate should:
- have strong communication and negotiation skills;
- be familiar with the current Russian legislation on asset management business and securities markets;
- hold a FSFR qualification certificate(is a plus).
- be a literate PC user (Microsoft Office);
- have a fluent English.
Откликнуться на эту вакансию: HNWI Specialist
Предыдущая вакансия:
Вакансия № 3107160 на должность Менеджер продукта/ Product Owner от компании Новые Облачные Технологии в городе (населенном пункте) Москва