Senior In-house Wealth Manager

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).