Elite Private Banker — HNW Wealth & Planning Lead

Danske Bank; Helsinki; Hybrid; EUR 80,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Learning opportunities

Supportive team

Job summary

Danske Bank in Helsinki (and Tampere) is seeking an experienced Private Banker to manage a portfolio of high net-worth clients and deliver holistic financial planning and investment advice. You will build your own client base, work with a team that values collaboration, and navigate complex financial situations with strong analytical and relationship-building skills.

Fluency in Finnish and English is required; Swedish is a plus.

Qualifications

• 5+ years of experience in private banking, wealth management, or financial advisory.
• Solid knowledge of investment strategies, tax planning, securities, and pension products.
• Ability to build trusted long-term relationships with high net-worth clients.
• Fluency in Finnish and English; Swedish is an advantage.

Responsibilities

• Build your own client portfolio and support the growth of Private Banking FI.
• Manage a portfolio of high net-worth client relationships with care.
• Provide holistic financial planning advice tailored to each client's goals.
• Buy and sell financial products including stocks, bonds, funds, and insurance.
• Ensure full compliance with consulting quality processes and regulatory standards.

Skills

Relationship building

Financial planning

Analytical skills

Communication skills

Education

Tools

Portfolio management tools

Job description

Danske Bank in Helsinki (and Tampere) is seeking an experienced Private Banker to manage a portfolio of high net-worth clients and deliver holistic financial planning and investment advice. You will build your own client base, work with a team that values collaboration, and navigate complex financial situations with strong analytical and relationship-building skills.

Fluency in Finnish and English is required; Swedish is a plus.