Description
About the role
Ready to innovate the financial services of tomorrow? Join us today and accelerate the pace towards a sustainable future.
Private Banker
You will own a portfolio of client relationships — part handed over to you, part will be built by you. Behind you sit investment analysts, portfolio managers and a Baltic-wide network of specialists. You are the one who knows the client and our product offering.
What the job actually involves
A client’s financial picture is rarely just an investment portfolio. It is a business sale, a generational handover, a real estate structure, a financing need and a tax question, all at once. Your job is to assemble that picture and bring the right people to the table — from inside the bank or outside it.
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Owning the relationship — you are the one they call.
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Offering investment advice and wealth management solutions, together with our research and portfolio management teams.
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Offering credit facilities, deposits, and access to exclusive investment opportunities.
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Acquiring new clients — identify and onboard new high-net-worth clients, expand wallet share by cross-selling services (insurance, lending, investments).
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KYC/AML and regulatory work — this is not a formality.
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A can-do attitude.
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The ability to explain complex things simply — to clients, to colleagues, in writing and in the room.
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The ability to handle situations where the answer isn’t in the manual.
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3+ years experience in customer management.
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Strong knowledge of investment products and markets.
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Investment advisory certification, or the willingness to obtain it.
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Fluent Estonian and English, verbal and written. Any other language is a benefit.
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Academic degree in Business Administration or similar.
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Opportunity to work with some of the most prominent customers in the bank.
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Ability to collaborate across Baltic.
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Dynamic and international environment, where every opinion matters.
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Extensive training and learning opportunities.
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Attractive compensation and benefits package.
Are you interested in this position?
Apply by clicking on the “Apply Now” Button below!
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