Private Banker/Senior Private Banker for Private Banking

at  Danske Bank

Helsinki, Etelä-Suomi, Finland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Dec, 2024Not Specified19 Sep, 2024N/AApv,Finnish,Swedish,Wealth Management,English,RegulationsNoNo
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Description:

Are you looking for a career step in Wealth Management? Would you like to join a growing business and exceed customer expectations? Then we have a great opportunity for you!

UTILIZING THE POTENTIAL OF THE WEALTH

In Private Banking, we support customers grow their wealth by offering holistic wealth planning, individual investment solutions and high quality banking services. We want to use our expertise so that customers can achieve their goals and utilize the full potential of their wealth. In Finland, the business is booming, and we continue to focus on growth. That’s why, we are strengthening our team in Helsinki and looking for a Private Banker / Senior Private Banker.

Your responsibilities will include:

  • Enabling growth of Private Banking by serving and acquiring high-net-worth customers (HNW).
  • Building and maintaining networks inside and outside organization in order.
  • Coordinating and leading a team of professionals serving your client
  • Acting independently and proactively
  • Strong relationship builder with holistic understanding of all aspects of personal economy and wealth planning

You are surrounded by other teammates with relationship management responsibility experts and team of experts from family lawyers, customer acquisition managers to financial professionals, with whom you work closely to fulfill customer needs and to ensure compliance with regulatory requirements and internal policies.

GROWTH MINDSET COMBINED WITH EXPERIENCE OF WEALTH MANAGEMENT

We are looking for motivated professionals who want to be part of Private Banking’s growth.

Backgrounds may vary, but we are expecting:

  • Experience of Private Banking/Wealth Management for a minimum of 5 years.
  • Relevant bachelor’s or master’s degree.
  • APV 1 and APV 2 certifications.
  • Knowledge of regulations and compliance requirements of investment field.
  • Full working proficiency in Finnish and in English. Working proficiency in Swedish is considered a great asset.

To succeed in this role, you already have a good external network with proven history of serving HNW clients and capabilities to work in a team.

Responsibilities:

  • Enabling growth of Private Banking by serving and acquiring high-net-worth customers (HNW).
  • Building and maintaining networks inside and outside organization in order.
  • Coordinating and leading a team of professionals serving your client
  • Acting independently and proactively
  • Strong relationship builder with holistic understanding of all aspects of personal economy and wealth plannin


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Helsinki, Finland