Client Advisor Holistic Advice (Private)

Swedbank AB · plný úvazek

Landsvägen 40, Sundbyberg, Švédsko

If you have strong self-leadership, clear business drive, and the customer's needs constantly in focus, and want to make a real difference for customers' financial health – this could be for you! In the role of Client Advisor Holistic Advice, you'll work daily, both nationally and locally, to create a secure and sustainable economy for our customers. At Swedbank, you have the opportunity to: Contribute as a central part of an engaged team where we work together to build long-term customer relationships through advice, sales, and involvement in the customer's finances Meet customers in both physical meetings at the local office and in digital advisory conversations with customers from across the country – where every meeting is characterized by attentiveness, professionalism, and high service quality Work proactively with Swedbank's broad product range, with a particular focus on mortgages, and guide customers toward secure and sustainable financial decisions that strengthen their long-term financial health Ensure that every customer meeting, regardless of channel, maintains high quality and is needs-based – with the goal of creating value, trust, and a positive customer experience in every interaction Collaborate closely with colleagues and specialists to find the best solutions for the customer, drive sales responsibly, and actively contribute to the office's shared goals and success For this role, you need: Swedish Securities Markets Act advisor license, Mortgage license, and IDD (Insurance Distribution Directive) authorization as a foundation to provide qualified advice and ensure high regulatory compliance Drive and business focus with the ability to identify customer needs and transform them into sustainable financial solutions – whether the meeting takes place in person, digitally, or over the phone Experience conducting both physical and digital advisory meetings where you build trust, listen to the customer's situation, and guide them toward the right decision The ability to work goal-oriented with sales and results, while putting customer satisfaction and long-term relationships first A strong team spirit where you actively contribute to the team's shared goals, share knowledge, and support colleagues daily An attentive, pedagogical, and relationship-building approach that builds trust and security in all customer interactions A genuine desire to continuously develop, stay updated on the bank's products, market trends, and advisory methods so you can always deliver the best possible customer value With us, you can experience: Personal and professional development through self-leadership and continuous growth. Meaningful work that positively impacts our workplace, our customers, and society. An open and collaborative culture that encourages cross-functional teamwork and provides networking opportunities. A supportive and inclusive environment that promotes a balanced and sustainable work-life situation, with flexible working arrangements when appropriate for the role. Benefits such as our employee banking product offering, pension plan, equity-based reward program Eken, and wellness contribution. "Join our team and... …make a real difference in people's financial future. Here you'll be part of an ambitious and engaged team driven by the same goal – to always deliver our very best for customers' financial health and long-term security. With us, you'll be surrounded by colleagues who inspire, challenge, and elevate each other. We believe in high ambitions, strong self-leadership, and a constant desire to develop – both as a professional and as a person. You'll have the opportunity to grow in an environment where initiative is encouraged, goals are set high, and success is created through commitment, responsibility, and collaboration. As your leader, I'll be your coach in daily work and constantly be an active part of your development journey. My principles are presence, engagement, and a clear belief that you are important. Diversity, an energizing work environment, appreciation, and a solution-oriented mindset are what I consider the success factors for a well-functioning and high-performing team. If you're driven by development, enjoy taking responsibility for your own success, and want to be part of a team that strives for the highest quality in everything we do – then you'll thrive with us. Your future manager, Jonathan Öhlund. We look forward to your application by 2026-10-11. Work location: Stockholm Väst, Sundbyberg Recruiting manager: Jonathan Öhlund, [email protected] We may begin the selection process during the application period and welcome your application as soon as possible. Please note that background checks and drug testing may be conducted for this role if you advance in the process. We have done our best to recruit and therefore ask that you do not contact job board resellers or sellers of other recruitment services. Swedbank is an inclusive employer and does not discriminate based on gender, age, sexual orientation or gender identity, ethnicity, religion, or disability - all are welcome.