Client Director, Ultra High Net Worth & Family Office clients
Mandatum Asset Management (MAM), established in 2021, is a Nordic asset management company. MAM offers discretionary and consultative asset management for institutional and other professional investors and manages a variety of investment products within its core areas of credit, private equity, real estate and equity selection. MAM and its sister company Mandatum Life are wholly owned subsidiaries of Mandatum plc. For more information, please visit www.mandatumam.com
Your role
We are looking for a Client Executive to our asset management team for UHNW and Family Office clients. The team serves the wealthiest and most demanding Finnish private investors and family offices. Your main task includes acquiring new customers, managing customer relations and growing our business in the Ultra High Net Worth & Family Office segment. You will work in close cooperation with Mandatum’s other sales units and portfolio management.
What we expect from you
You have strong evidence of successfully growing asset management business and sales to the most demanding asset management clients. You are at ease when discussing with professional investor clients about different asset classes, investments and tax issues. You are eager to constantly improve the way you work. You stand out from the crowd with your active stance towards clients and stakeholders, strong investment skills and open-minded attitude.
Your background may be in, for example, private banking, capital markets or portfolio management. You have enjoyed working in the financial sector for more than 10 years and have a commercial university degree. Excellent oral and written skills in Finnish and English is a requirement, proficiency in Swedish is considered an advantage.
What we offer to you
We offer you a unique opportunity to participate in developing asset management function in a very demanding customer segment. You have a wide product range at your disposal, based on investment activities historically carried out within Sampo Group, which has enabled strong growth among the professional investors in the recent years. Your work is supported by the institutional sales team as well as Mandatum’s portfolio managers and comprehensive support services.
How to apply
Please send your CV and cover letter with salary request by September 8th at the latest.
For additional information on the position, please contact Team Lead of UHNW & Family Office clients Olli Surokivi, 040 5487872, olli.surokivi@mandatumam.com
- Department
- Sales
- Role
- Client Director
- Locations
- Helsinki
- Remote status
- Hybrid
About Mandatum Asset Management
Mandatum Asset Management has established itself as one of the leading asset managers in Finland, with a number of key institutional clients also in other Nordic countries. We offer discretionary and consultative asset management and manage a variety of investment products within our core areas of credit, alternatives and equity selection. Our philosophy of managing clients’ assets is characterized by jointly investing in products with our group's balance sheet assets, and we manage €16 billion in client and balance sheet assets. Our clients include pension funds, insurance companies, foundations, family offices, UHNW investors and other financial institutions across the Nordics and Central Europe.