Garantum is a privately owned group operating in wealth management for individuals, companies, and institutions. We strive for long-term and close customer relationships built on mutual trust to deliver customized advice of high quality locally near our customers.
Garantum Wealth Management is in an exciting development phase and needs to strengthen the 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 look forward to receiving 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 currently one of the market's leading players in Private Banking and customized wealth management for individuals, owner-led companies, and smaller institutions.
This is a direct recruitment, meaning the recruitment process is handled by 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 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 in Private Banking and wealth management consisting of, among other things, customized investment solutions and management services, access to advice in law and taxation, pension and insurance. This business area is primarily directed toward 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 ensuring the customer receives individual follow-up.
About You
You have a relevant university degree in economics, finance, or equivalent
You have 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; having an InsureSec license is also desirable
We believe that your personal qualities are decisive for how well you will fit in the role at Garantum Wealth Management. You are a relationship-builder 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 specialized 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
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 confirming your account, where you can create your candidate profile which increases your chances of landing your dream job! We review applicants on an ongoing basis and may have moved forward with candidates before the listing closes. We unfortunately do not accept applications via email, but if you have questions about the position, feel free to contact us at [email protected]Garantum is a privately owned group operating in wealth management for individuals, companies, and institutions. We strive for long-term and close customer relationships built on mutual trust to deliver customized advice of high quality locally near our customers.
Garantum Wealth Management is in an exciting development phase and needs to strengthen the 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 look forward to receiving your…