About the job
Team Member in Investor Relations – Kapita Investment Group
Do you want to work in the financial industry – for real – and be part of an engaged team right on Avenyn in Göteborg?
At Kapita, you're not just a voice on the phone. You're the first impression, the relationship builder, and an important part of our business flow. We work in an environment where investment expertise meets pace, structure, and high ambitions – and where there are clear opportunities to develop. We offer secure salaries and commission - our employees' working conditions matter to us!
About the role
In this role, you are responsible for identifying, contacting, and qualifying new investors and business partners. You are the first point of contact with Kapita and drive the flow of business to our Wealth Management and sales teams.
The work is phone- and digital-based. The pace is high, the targets are clear, and results are tracked daily. We work in a structured, data-driven manner with a strong focus on quality in every conversation.
You book and coordinate meetings, ensure the right investors move forward, and actively contribute to optimizing our processes and conversion.
Your assignment
You will:
Prospect and identify potential investors and business partners
Make first contact via phone, email, and digital channels
Present Kapita and our investment opportunities in a professional and trustworthy manner
Book and quality-assure meetings for our Wealth Management and sales teams
Build and develop long-term relationships
Document and update customer conversations in CRM
Analyze results and actively work to improve conversion
Optimize scripts, prioritization, and structure to maximize completed meetings and deals
In short – you are the engine of our pipeline.
Who you are
You have a genuine interest in finance, investments, and business. You enjoy customer interaction and have no problem taking the first step in a conversation. You are motivated by targets, numbers, and clear requirements – and you like working in a structured way with your pipeline.
You take responsibility for your results, but you're also a team player who wants to contribute to the team's success. At Kapita, we work closely together – and close to the decisions.
Profile
Experience in customer contact, sales, or meeting booking is a merit
Interest in investments and financial products
Fluent Swedish and good English in speech and writing
Good experience with CRM and digital work tools is a plus
Why Kapita?
We are located in beautiful offices right on Avenyn in Göteborg. Here we work closely together, close to the business, and close to the decisions. You will have the opportunity to develop within finance and work in an environment where ambition, structure, and community go hand in hand.
We may not be the largest in the industry – but we have big goals and even bigger drive.
Employment
Full-time Start date by agreement Placement: Göteborg (Avenyn)
Application
Selection is ongoing. Send in your CV and a short personal letter describing your interest in finance, customer contact, and business.
We look forward to hearing from you.
Contact: [email protected]