Investment Strategy Sales & Portfolio Specialist (m/f)

Plný úvazek
Praha
Plat: Neuvedeno

Kooperativa
Kooperativa

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Pozice

Popis pozice

Responsibilities:

  • Builds and maintains strong relationships with business clients (IFAs, insurance companies; secondary: banks and asset management)
  • Has deep knowledge of investment products and can present them effectively
  • Develops sales in the assigned region and meets business targets
  • Acts as a trusted advisor, proposing suitable investment solutions
  • Actively acquires new business and prepares plans to increase returns
  • Participates in macroeconomic analyses and interprets capital market trends
  • Provides professional support for launching new products
  • Represents the company at meetings, conferences, and in the media
  • Collaborates with internal teams and ensures reporting for management
  • Monitors market trends and competitor activities

Requirements:

  • University degree, preferably in Business Administration, Economics, or related field
  • Minimum 3 years, preferably 5 years of experience in financial markets in a similar role
  • Analytical mindset, strong financial and investment knowledge (CFA or similar qualification is strong advantage)
  • Fluency in English, minimum level B2, Czech native, Slovak is advantage
  • Strong presentation skills
  • Convincing, proactive, ambitious, and agile personality
  • Proven ability to work independently and under pressure
  • Willingness to travel within the CEE with focus on Czech Republic, Slovakia
  • Solid MS Office skills
  • Strong problem-solving abilities
  • Experience with investment funds sales is essential

What we offer:

  • Competitive benefits package
  • International working environment
  • An opportunity to learn and cooperate with financial markets professionals with over 25years of experience
  • Be in the right place at the right time – become part of a successful and fast-growing business story in the CEE region
  • A unique career opportunity offering broad exposure across the full spectrum of investment, financial markets and advisory landscape
  • Opportunities for professional growth and future development
  • Young and dynamic team culture

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