Your Challenge
- Act as a trusted and proactive partner to Relationship Managers, providing high-quality investment expertise
- Serve as the link between the bank's strategists and analysts and their respective investment solutions on the one hand, and client advisors and clients on the other
- Be an ambassador of the group's tools, actively supporting advisory activities and ensuring that client advisors can use those tools effectively
- Proactively develop differentiated and well-founded investment ideas tailored to sophisticated private clients
- Take ownership of the day-to-day advisory coverage of selected clients, delivering a consistently high level of attention, quality and care
- Support Relationship Managers in strengthening existing client relationships and acquiring new business through compelling, value-adding investment expertise
- Maintain close collaboration with relevant stakeholders across the Group and provide input for future investment ideas, ensuring a consistent and high-quality advisory approach.
Your Profile
- You have several years of experience in investment advisory, portfolio management, or a comparable role within private banking or wealth management
- You have a deep understanding of financial markets across all relevant asset classes and sound knowledge of financial products like equities, bonds, investment funds, structured products and FX
- You demonstrate a highly client-centric mindset, with a strong affinity for working with high-net-worth and ultra-high-net-worth clients, combined with a clear understanding of their expectations
- You possess excellent analytical and conceptual skills, with the ability to communicate complex investment topics in a clear and refined manner
- You show a structured, proactive, and quality-driven working style with a high sense of responsibility
- You have excellent problem solving skills, always driven by the aim to find the best solutions for our clients
- Well-developed interpersonal skills and a collaborative mindset, with the ability to build and maintain strong, trust-based relationships
- You are a team player and enjoy working closely with colleagues locally and with teams across different locations and functions
- Fluency in English and Swedish or Danish are a must, additional language skills in German are considered as a strong asset.
In the event of an Employment we will ask you to present a criminal record.
Your contact person
Throughout your application process, you will be accompanied by
Anna Wiemer
Senior People & Culture Consultant