Обязанности:
Reports to: Head of Treasury (CEO-3 level) Key Responsibilities: Capital Management Strategy Development and Implementation: Design and execute long-term asset management strategies focused on the sustainable growth and preservation of clients' wealth. Strategic Advisory: Offer personalized advice on asset planning, tax-efficient investment structuring, and comprehensive portfolio diversification. Market Analysis and Risk Management: Continuously monitor and assess investment opportunities, analyzing options based on market dynamics, risk factors, and compliance requirements. Engagement with Financial Institutions: Manage relationships with banks and investment entities across Russia and allied regions (Kazakhstan, UAE, Azerbaijan, etc.), ensuring secure account openings and adherence to compliance protocols. International Payment Support: Provide guidance on structuring cross-border payments, verifying the legitimacy of funds sources, and maintaining compliance with global standards. Client Account Operations Support: Offer administrative and advisory assistance for clients managing accounts in foreign jurisdictions. Investment Solution Development: Contribute to the design and implementation of innovative investment products to support additional capital growth opportunities. Legal and Tax Support: Advise on legal and tax aspects of international business operations, collaborating with legal and tax advisors to minimize client risk exposure. Candidate Requirements: 5+ Years of Experience in Private Banking and Wealth Management: Proven expertise in working with high-net-worth clients and successfully managing client portfolios. In-depth Knowledge of Financial Products and Services: Strong understanding of investment solutions, diversification strategies, and international collaboration. Compliance and Risk Management Competency: Skilled in global compliance practices, including anti-sanction measures and risk management protocols. Experience with Controlled Foreign Companies (CFC) and International Tax Planning: Proficiency in providing legal and tax support, with a solid grasp of international standards and regulations. Ability to assess and mitigate risks associated with international payments and capital flows. Advanced Communication Skills Flexibility and Resilience Education and Additional Qualifications: Bachelors Degree in Finance, Economics, or Law. FSFM Certifications (Series 1.0, 5.0) are preferred. Extensive Connections with International Financial Institutions: Experience with global payment systems. Advanced English Proficiency; knowledge of additional languages is an advantage. Comprehensive Understanding of International and Russian Regulatory Standards** (Central Bank of Russia, AML/CFT, MiFID/MiFID II, PRIIP, MAD II/MAR).Похожие вакансии
Senior Project Manager в маркетинговое агентство HERO[IN]MARKETING
От 140 000 до 180 000 руб.
Москва
HERO[IN]MARKETING