Garantum is a privately owned group operating in wealth management for individuals, businesses, and institutions. We strive for long-term and close customer relationships based on mutual trust to deliver high-quality, customized advice locally near our customers.
Garantum Wealth Management is in an exciting development phase and needs to strengthen its team with a wealth advisor in Private Banking. Here you are offered a stimulating career opportunity with interesting customer relationships and a developing environment with professional colleagues.
We warmly welcome your application!
Information about the position
Professionals Nord, in cooperation with Garantum Wealth Management, is seeking a Wealth Advisor. Garantum Wealth Management is part of the Garantum group, which has over 190 employees and 140 affiliated advisors operating in 33 cities in Sweden and Norway. They are currently one of the market's leading players in Private Banking and customized wealth management for individuals, owner-managed companies, and smaller institutions.
This is a direct recruitment, which means that the recruitment process takes place through Professionals Nord and that you will be employed directly by Garantum Wealth Management.
This recruitment process is handled by Professionals Nord and all questions regarding the position should be directed to [email protected] (mailto:[email protected])
You are offered
Access to a solid platform for customized advice and a strong network of professional colleagues.
A close and strong local team in the region that supports you in your development.
The opportunity to work with great freedom and develop within a growing and stable company that makes a difference.
Responsibilities
Customers of Garantum Wealth Management are offered comprehensive Private Banking and wealth management services consisting of, among other things, customized investment solutions and management services, the opportunity for advice on legal and tax matters, pension and insurance. This business area is primarily directed at affluent customers and/or customers in leading positions who both make their own investment decisions and seek a knowledgeable and professional discussion partner.
In your role as a wealth advisor, you bear overall responsibility for the customer relationship, which means ensuring that the customer has the right services based on their needs. It also means that you are responsible for your own results, customer satisfaction, risks associated with the customer, and that the customer receives individual follow-up.
We are looking for you who
Have a relevant university degree in economics, finance, or equivalent
Have a financial background, particularly with knowledge and practical experience from advisory work, highly meritorious with experience in wealth management advice
Appreciate long-term customer relationships and thrive in a networking role
Have a SwedSec license, meritorious if you also have InsureSec
We believe that your personal qualities are decisive for how well you will thrive in the role at Garantum Wealth Management. You are a relationship-building and business-driven person with several years of experience in financial customer advisory. You thrive in an outward-facing role where through a proactive approach and high quality you build long-term relationships and drive good results. Furthermore, you are structured, initiative-taking, and motivated by using your specialist expertise to create value for the customer. Through personal meetings and an interest in understanding the customer's financial situation, you identify needs and find the best possible solutions.
START: By agreement
SCOPE: Full-time
CITY: Örebro
SELECTION: Ongoing
CONTACT: Rebecka Permestam
#GarantumWealthManagement #advisor
Apply for the position below by filling in your information and attaching documents. Please log in to "My Pages" after confirming your account; here you can create your candidate profile which increases your chances of landing your dream job! We review applications on an ongoing basis and may have moved forward with candidates before the job posting closes. We unfortunately do not accept applications via email, but if you have questions about the position, please feel free to contact us at [email protected]Garantum is a privately owned group operating in wealth management for individuals, businesses, and institutions. We strive for long-term and close customer relationships based on mutual trust to deliver high-quality, customized advice locally near our customers.
Garantum Wealth Management is in an exciting development phase and needs to strengthen its team with a wealth advisor in Private Banking. Here you are offered a stimulating career opportunity with interesting customer relationships and a developing environment with professional colleagues.
We warmly welcome your…