Client Executive, Foundations | SEB in Finland
AI Summary
Manages a portfolio of foundation clients, building trusted relationships and providing wealth and asset management solutions to help foundations achieve their financial and societal objectives.
About this role
Ready to build trusted relationships and drive sustainable growth in Finland’s financial landscape? As a Client Executive for Foundations, you will help foundations manage their assets effectively and achieve their long-term financial and societal objectives.
At SEB, we recognise that the world of finance is evolving at an extraordinary speed. That's why we're committed to driving towards a more sustainable future for everyone — people, businesses, and society. Since we welcomed our first customer in 1856, we have been a catalyst for positive change by providing reliable advice and capital to people with ideas for the future. If you are ready to make your mark on our industry and positively shape the world, you will thrive at SEB.
About the role
As a Client Executive for Foundations in Finland, you will be responsible for developing and managing a portfolio of foundation clients. You will build long-term, trusted relationships, understand each client’s objectives and provide relevant wealth and asset management solutions in collaboration with specialists across SEB. You will lead the overall client dialogue, coordinate client teams and business plans, monitor the commercial development and profitability of your portfolio, and identify opportunities to deepen existing relationships and win new business. Through proactive engagement, high-quality advice and a strong service mindset, you will ensure excellent client experience.
To thrive in this role, we believe you have
• A relevant university degree in business, finance, economics or another applicable field.
• Relevant previous work experience in financial services, wealth or asset management, institutional client coverage, or a comparable client-facing role.
• Fluency in Finnish and English, both spoken and written; Swedish is considered an advantage.
• Strong client relationship management skills and the ability to understand foundations’ needs, build trust and deliver high-quality service.
• A commercial and proactive approach, with the ability to identify opportunities, develop client relationships and contribute to new business.
• Excellent collaboration, communication and coordination skills, combined with sound judgement, integrity and a results-oriented mindset.
What we offer
• International opportunities and working environment
• Friendly and welcoming culture
• Encouraging work-life balance
• Extensive training and learning opportunities
We are 300 colleagues in Finland, working at our activity-based office in the centre of Helsinki. Our office is designed for us – to support good collaboration and wellbeing at work. We are proud of our high engagement and job satisfaction. At SEB you can combine the opportunities of an international organisation with the responsibility, flexibility and variety of tasks enabled by our relatively small and thus agile teams in Helsinki.
Skills
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