The work of a private banker in a changing working environment
Orpana, Jani (2022)
Orpana, Jani
2022
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2022122831636
https://urn.fi/URN:NBN:fi:amk-2022122831636
Tiivistelmä
The thesis examines the changing job description of a private banker as a banking professional in the changing world of the future. The starting point is the impact of digitalization in the financial sector on the working and operating environment in the banking sector. The goal is to find the most important development points that private bankers should take into account when developing their own expertise.
The research method of this qualitative study is the observation. Observation is used to gain information about a private banker's job description and working methods. With the help of observation, clear and immediate feedback has been received on the impact of digitalization on the operations of the financial sector.
From the study, it can be concluded that, especially when looking at the duties and activities of a private banker, digitalization and technology are changing operating methods significantly. As customers are different, a private banker needs versatile skills and self-direction, so that customers' affairs can be handled flexibly, regardless of channels, without forgetting the opportunities brought by digitalization, which together with the previous methods of operation bring the best possible customer experience.
The research method of this qualitative study is the observation. Observation is used to gain information about a private banker's job description and working methods. With the help of observation, clear and immediate feedback has been received on the impact of digitalization on the operations of the financial sector.
From the study, it can be concluded that, especially when looking at the duties and activities of a private banker, digitalization and technology are changing operating methods significantly. As customers are different, a private banker needs versatile skills and self-direction, so that customers' affairs can be handled flexibly, regardless of channels, without forgetting the opportunities brought by digitalization, which together with the previous methods of operation bring the best possible customer experience.