Wealth Advisor at Garantum Wealth Management

Garantum is a privately owned group operating in wealth management for private individuals, companies, and institutions. We strive for long-term and close customer relationships built 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! Job Information Professionals Nord, in collaboration 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 private individuals, owner-led companies, and smaller institutions. This position is a direct recruitment, which means the recruitment process is conducted 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 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 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 in Private Banking and wealth management consisting of, among other things, customized investment solutions and management services, opportunities for advice in legal and tax matters, pensions 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 bear overall responsibility for the customer relationship, which means ensuring 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. What We're Looking For A relevant university degree in economics, finance, or equivalent A financial background, particularly with knowledge and practical experience in advisory work; experience in wealth advisory is highly desirable You appreciate long-term customer relationships and thrive in a networking role You have a SwedSec license; it is desirable if you also have InsureSec We believe your personal qualities are crucial to 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 LOCATION: Växjö SELECTION: Ongoing CONTACT: Rebecka Permestam #GarantumWealthManagement #advisor Apply for the position below by filling in your information and attaching documents. Feel free to 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 therefore have moved forward with candidates before the ad 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]

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