Client Executive driving customer transformation and outcomes for federal government with NetApp's integrated cloud platform. Focused on expanding relationships and growing the business.
About the role
- Client executive in Private Banking focusing on high-net-worth individuals with bespoke financial solutions. Building long-term relationships and ensuring client satisfaction through personalized service.
Responsibilities
- Relationship Management: Act as the primary point of contact for private banking clients, build long-term trust-based relationships, understand clients’ financial goals, lifestyle needs, and risk tolerance.
- Financial Advisory: Provide tailored investment advice and wealth management solutions, offer guidance on portfolio diversification, asset allocation, and risk management, collaborate with specialists (tax, legal, estate planning) to deliver holistic solutions.
- Product & Service Offering: Recommend banking products such as credit facilities, deposits and/or portfolio management services, facilitate access to exclusive investment opportunities and private markets.
- Client Acquisition & Growth: Identify and onboard new high-net-worth clients, expand wallet share by cross-selling services (insurance, lending, investments)
- Compliance & Risk Management: Ensure adherence to regulatory requirements and internal policies, monitor customer profile and transactions for AML/KYC compliance.
- Networking & Market Intelligence: Stay informed about market trends, economic developments and investment opportunities, leverage networks to attract new clients and maintain existing ones.
Requirements
- Academic degree in Business Administration or similar
- Proven customer management track record of least 3 years
- Strong financial knowledge (investment products, markets, tax implications)
- Investment advisory certification or willingness to have it
- Result oriented attitude and focus on growth
- Well-developed sales skills
- High level of discretion and confidentiality
- Strong understanding of customer risk profiles
- Ability to manage complex client needs and deliver bespoke solutions
- Ability to collaborate cross-departments and countries
- Fluent in local and English language, verbal and written. Any other language is counted in as benefit
Benefits
- Opportunity to work with some of the most prominent customers in the bank
- Ability to collaborate across Baltic
- Dynamic and international environment, where every opinion matters
- Extensive training and learning opportunities
- Attractive compensation and benefits package
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