Necessary Hard Skills

• Proficiency in MS Excel and Google Sheets: Ability to work with spreadsheet software, including advanced functions, formulas, and pivot tables, for financial analysis and reporting.
• CRM and Accounting Systems: Familiarity with customer relationship management (CRM) software and accounting systems used for managing client information, transactions, and financial records.
• Financial Education: Background in finance, banking, or accounting to have a solid understanding of financial principles and practices.
• Banking/Financial Company Experience: Prior experience working in a bank or financial company, providing knowledge of industry-specific processes, regulations, and best practices.
• Intermediate English: Proficiency in English at an intermediate level to effectively communicate with clients and team members.

Necessary Soft Skills

• Continuous Improvement: Eagerness to learn and improve skills, staying up-to-date with industry trends and best practices.
• Structured Thinking: Ability to organize thoughts and approach tasks in a systematic and logical manner.
• Good Communication Skills: Clear and effective communication skills to interact with clients, colleagues, and stakeholders.
• Decisiveness: Ability to make well-informed decisions promptly, considering relevant factors and potential consequences.
• Mental Arithmetic: Skill in performing calculations quickly and accurately without relying heavily on calculators or other tools.
• Information Analysis: Proficiency in gathering and analyzing information to draw meaningful conclusions and make informed decisions.
• Excellent Communication Skills: Strong verbal and written communication skills, including a broad vocabulary and the ability to express thoughts clearly and persuasively.
• Initiative: Proactive approach to taking action and finding opportunities to contribute and improve processes.
• Team Player: Ability to collaborate effectively within a team, demonstrating cooperation, respect, and support for colleagues.

Responsibilities

• Client Management: Engage with existing and potential clients, understand their needs, and provide suitable product options. Maintain a high level of service for all VIP-level customers.
• Client Base Expansion: Actively search for and attract new clients to expand the customer base and contribute to business growth.
• Market Research: Stay updated on modern trends and developments in the financial market, identifying opportunities and potential risks.
• Complex Proposal Development: Create comprehensive and tailored proposals for clients, considering their unique requirements and financial goals.
• Relationship Building: Foster strong relationships with clients, ensuring regular communication, addressing concerns, and providing ongoing support.
• Collaborative Approach: Work closely with internal teams, such as sales, marketing, and finance, to coordinate efforts and achieve business objectives.

We offer:

• Remote work or hybrid work arrangement (office and remote).
• 8-hour working day, Monday to Friday, with flexible start and end times.
• Competitive compensation, performance reviews, and bonuses.
• Generous paid vacation of 24 days and paid sick leave.
• Minimal bureaucracy and opportunities to influence product development.
• Robust referral program to reward professional connections.

At the first stage, we offer you to take a behavioral test to identify your core talents and get recommendations for further development: https://bit.ly/43nKge7