Executive Director, Client Advisor, International Private Bank
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Executive Director, Client Advisor, International Private Bank
About the Role
Greater Helsinki, Finland Area(Hyvinge, Finland)
The Company is seeking an Executive Director, Client Advisor for the International Private Bank. The successful candidate will be responsible for leading new client acquisition and retention, with a focus on providing a complete wealth management solution. This role requires a broad knowledge of investments, banking, trust services, and financial planning to ensure an exceptional client experience. The Executive Director will be a self-starter with a proven track record in the industry, adept at managing and maintaining client relationships, and skilled in offering specialized advice. Key responsibilities include generating business results, advising clients on their overall balance sheet, and partnering with internal specialists to meet client needs. The ideal candidate will have significant experience in private banking or related financial services, a strong reputation with an established network, and a disciplined, organized approach to business. A dynamic and credible professional, the Executive Director should be a strong problem solver, with the ability to understand client goals and develop tailored investment plans. While not mandatory, a Chartered Financial Analyst (CFA) designation is a plus, and the candidate should be able to thrive in a culture that values innovation, customer service, and internal partnership.
Functions:
- Sales/Revenue
- Finance
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+
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