About the Role: As an Investment Counsellor, you will play a vital role in managing relationships with high-net-worth clients in Sweden.
You will understand their needs and educate them on the reasoning behind portfolio changes, ensuring long-lasting relationships.
Your Responsibilities: Build strong relationships with our clients, providing exceptional service Manage a book of high-net-worth relationships with assets ranging from €100-150 million Serve as a conduit between our clients, Investment Policy Committee, research and trading departments, and various service teams Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy Gain advanced finance and capital markets education through our training program Requirements: At least 2 years of experience working with private clients in the banking or wealth management industry A solid understanding of financial concepts, markets, and current events Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial) The ability to connect with and educate diverse audiences MiFID certification, training, or equivalent CFA or similar education is beneficial About Us: We are a global organisation that prioritises our clients' needs, providing unmatched service and a personalised approach to investing.
We offer a range of benefits, including 100% paid premiums for supplemental healthcare and dental plans, 28 days annual leave, and enhanced maternity pay package.