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 personalized, high-quality 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 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 personalized wealth management for private individuals, owner-managed companies, and smaller institutions. This is a direct recruitment, meaning 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 personalized 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. Job Responsibilities Customers of Garantum Wealth Management are offered comprehensive services in Private Banking and wealth management, including personalized investment solutions and management services, opportunities for advice on legal matters and taxation, 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. As a wealth advisor, you hold overall responsibility for the customer relationship, ensuring that the customer has the right services based on their needs. This also means you are responsible for your own results, customer satisfaction, risks associated with the customer, and ensuring the customer receives individual follow-up. We Are Looking for You Hold a relevant university degree in economics, finance, or equivalent Have a financial background, particularly with knowledge and practical experience in advisory work; experience in wealth advisory is highly valued Value long-term customer relationships and thrive in a networking role Hold a SwedSec license; InsureSec license is also valued We believe your personal qualities are decisive for how well you will thrive 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. You are also structured, self-initiating, 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: By agreement SCOPE: Full-time LOCATION: Malmö 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, you are welcome to contact us at [email protected]

Zeptej se AI

Časté otázky k tomuto inzerátu — otevře tvoji AI s připraveným promptem včetně odkazu na inzerát.

• Je mzda v této pracovní nabídce konkurenceschopná pro tuto pozici a lokalitu?
  Otevřít v
• Na co se mám zeptat na pohovoru na tuto pozici?
  Otevřít v
• Jaké dovednosti mám vyzdvihnout v odpovědi na tento inzerát?
  Otevřít v