Garantum is a privately owned group operating within wealth management for individuals, businesses, and institutions. We strive for long-term and close customer relationships with mutual trust to deliver customized advice of high quality close to our customers locally.
Garantum Wealth Management is in an exciting development phase and needs to strengthen the team with a wealth advisor within Private Banking. Here you are offered a stimulating career opportunity with interesting customer relationships and a developing environment with professional colleagues.
We look forward to receiving your application!
Information about the position
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 customized wealth management for individuals, owner-managed companies, and smaller institutions.
This position is a direct recruitment, which means that the recruitment process takes place 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 should be directed to [email protected]
What we offer you
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 at Garantum Wealth Management are offered comprehensive services within Private Banking and wealth management consisting of, among other things, customized investment solutions and management services, the opportunity for advice within law and tax, pension and insurance. This business area is primarily aimed at affluent customers and/or customers in leading positions who both make their own investment decisions and who seek a knowledgeable and professional discussion partner.
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 meriting if you also have experience in wealth advisory
Appreciate long-term customer relationships and thrive in a networking role
Have SwedSec certification, meriting if you also have InsureSec
We believe that your personal qualities are decisive for how well you will enjoy working 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, 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: According to agreement
SCOPE: Full-time
CITY: Kalmar
SELECTION: Ongoing
CONTACT: Rebecka Permestam
#GarantumWealthManagement #advisor
Apply for the position below by filling in your information and attaching documents. Please feel free to log in to "My Pages" after you have confirmed your account, where you can create your candidate profile which increases your chances of your dream job! We review applications on an ongoing basis and may therefore have moved forward with candidates before the ad closes. Unfortunately, we do not accept applications via email, but if you have questions about the position, you are welcome to contact us at [email protected]Garantum is a privately owned group operating within wealth management for individuals, businesses, and institutions. We strive for long-term and close customer relationships with mutual trust to deliver customized advice of high quality close to our customers locally.
Garantum Wealth Management is in an exciting development phase and needs to strengthen the team with a wealth advisor within Private Banking. Here you are offered a stimulating career opportunity with interesting customer relationships and a developing environment with professional colleagues.
We look forward to receiving your…