Wealth Advisor at Garantum Wealth Management

Professionals Nord Örebro AB · Full-time

Enköping, Sweden

Garantum is a privately held group operating in wealth management for individuals, companies, and institutions. We strive for long-term and close customer relationships built on mutual trust, enabling us to deliver high-quality, personalized advice locally close to 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! Job Information Professionals Nord is seeking, in collaboration with Garantum Wealth Management, 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 today one of the market's leading players in Private Banking and personalized wealth management for individuals, owner-led companies, and smaller institutions. This position is a direct recruitment, meaning the recruitment process is handled through Professionals Nord and you will be employed directly by Garantum Wealth Management. This recruitment process is handled by Professionals Nord and all questions regarding the position go to [email protected] What We Offer You Access to a solid platform for personalized advice and a strong network of professional colleagues. A close and strong local team in the region that supports 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 services in Private Banking and wealth management consisting of, among other things, personalized investment solutions and management services, the opportunity for advice in law and tax, 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. As a wealth advisor, you hold overall responsibility for the customer relationship, which means ensuring that the customer has the right services based on their needs. It also means 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 Have a relevant university degree in economics, finance, or equivalent Have a financial background, particularly with knowledge and practical experience in advisory work; highly desirable with experience in wealth advisory Appreciate long-term customer relationships and thrive in a networking role Have a SwedSec license; desirable 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 advice. 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, enterprising, 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 EXTENT: Full-time LOCATION: Enköping SELECTION: Ongoing CONTACT: Jesper Wingqvist #GarantumWealthManagement #advisor Apply for the position below by filling in your information and attaching documents. Please log in to "My Pages" after you have confirmed 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, you are welcome to contact us at [email protected]