Remi Nyberg

Background

About Remi Nyberg

At my best, I am in sales roles where I actively contact and acquire new customers, sell investment solutions in a wide range of areas and value excellent customer satisfaction. During the past two decades which I have worked in the financial sector in sales and sales management positions of investment and wealth management services, I have accumulated valuable experience in dealing with institutional, wealthy private- and small & medium-sized corporate clients. For the past year, I’ve been working as an asset manager for the bank's private clients. In my work, I must understand my client's status, overall situation and plans regarding to their investable assets. I must also understand their family situation and find out whether they have made a will or other plans to transfer wealth e.g. to their relatives. In terms of investments, after a thorough screening, I build my client an investment solution that takes also into account their long-term plans. Before my current position as an asset manager I worked five years, as a sales executive in institutional sales, where my main tasks included acquiring new customers and managing my client portfolio. In this position, I also gave presentations in investment customer events and presented market- and portfolioreports e.g. at my clients board meetings. The task required deeper understanding of different asset classes, as well as deep expertise in customized asset management services and alternative investments such as real estate, private equity, and private credit. In addition to sales roles of investment and wealth management, I have worked as a sales director for about seven years, and in this job, my main task was to promote the sale of investment insurance solutions (the wrapper) in the distribution channel of our banking partner in the offices of the Southern Finland region, where I actively traveled to train, coach and spar with investment experts. I highly appreciate customer work and I’m a skilled networker with customers and a respected partner when working e.g. as a key account manager. I'm also used to cooperating with different units and stakeholders when we're pursuing towards common sales goals. In terms of my working methods, I am positive and approachable, but at the same time an ambitious and goal-oriented person! Key competencies: Investment Sales | Customer Acquisition | Alternative Investments | Wealth Management | Asset Management I Institutional Clients | Private Banking Clients | Customer Satisfaction I Unit-Linked Products I Sales Management