Garantum is a privately held 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 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 welcome 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 today one of the market's leading players in Private Banking and customized wealth management for individuals, owner-led companies, and smaller institutions.
This position is a direct recruitment, which means 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
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 of Garantum Wealth Management are offered comprehensive services within Private Banking and wealth management consisting of, among other things, customized investment solutions and management services, opportunities for advice within law and tax, pensions 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 seek a knowledgeable and professional discussion partner.
In the role of 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.
We Are Looking For Someone Who
Has a relevant university degree in economics, finance, or equivalent
Has a financial background, particularly with knowledge and practical experience in advisory work; experience in wealth advisory is highly desirable
Appreciates long-term customer relationships and thrives in a networking role
Holds a SwedSec license; having InsureSec as well is a plus
We believe your personal qualities are crucial for 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, self-motivated, and driven to use 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: By agreement
SCOPE: Full-time
LOCATION: Västerås
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 applications on an ongoing basis and may 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, please feel free to contact us at [email protected]Garantum is a privately held 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 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 welcome your application!
Job…