Eelis Välimaa Email & Phone Number

Pori, Fi

Providing investment advisory services to clients, offering guidance on various investment opportunities and strategies from equity investments to fixed income products.Assisting clients in opening new investment accounts and services.Scheduling and coordinating investment meetings with clients to discuss portfolio performance and investment goals.Supporting background activities related to wealth management and private banking client accounts.Executing client orders in the market, ensuring timely and accurate transaction processing.Managing the transfer and donation of stocks and securities, handling all necessary documentation and procedures.

In my role i am responsible for providing a range of various banking services. I take pride in ensuring that each customer has a positive experience, and I am always seeking opportunities to help them maximize their financial potential. Whether it's through recommending savings and investment options, or offering guidance on how to make the most of their banking services.Sales targets 2023- H1 100%- H2 160%Sales targets 2024- H1 394%

Pori, Satakunta, Finland

As the chairman of the board, I am responsible for the association's activities together with nine other board members, acting as their supervisor. Our organization also includes various departments and projects with more than 30 employees. We are an active organization of +500 students and organize several events, company visits and excursions a year. We also organize Satakunta's biggest student event, Yrjönkadun approt, and our annual ball has a legendary reputation.

I was responsible for developing business cooperation within our student organization. My role was to ensure profitable fundraising and to lead our sales and marketing team of four people. The aim of my job was to develop the brand value of the student organization and act as a link between students and the business community. I had the opportunity to establish and maintain significant relationships with business leaders and provide them with opportunities to reach out to our business school students.- Increased fundraising by over 100%- Managed to increase the turnover of Satakunta's biggest student event, Yrjönkadu Approt, by more than 70%

General Securities Qualification (Apv1)

Bachelor Of Business Administration - Bba, Accounting And Finance

Major: Accounting & Finance Minor: Business law

Vocational Qualification In Business And Administration