Wealth Advisor / Wealth Manager

Are you a relationship-building advisor driven by developing long-term client relationships and generating business through genuine engagement? Do you thrive in an environment where initiative, results, and entrepreneurship are valued and rewarded? We continuously work with several of the market's most interesting players in banking, finance, and insurance, and are therefore actively seeking experienced Wealth Advisors and Wealth Managers for upcoming opportunities. Whether you are open for your next step now or further down the road, we would like to get in touch with you. The Role of Wealth Advisor / Wealth Manager As a Wealth Advisor or Wealth Manager, you are responsible for building, developing, and managing long-term client relationships. The role suits you if you are accustomed to working proactively with prospecting and new client acquisition while delivering qualified advice based on clients' financial needs and goals. Depending on the assignment and employer, the role may involve responsibility for both private individuals and entrepreneurs, business owners, and high-net-worth clients. Example Responsibilities Prospect and attract new clients through active and structured sales efforts Build and develop your own client base Conduct needs analyses and provide qualified investment advice Work with savings, investments, pension solutions, and insurance-related matters Identify business opportunities and develop existing client relationships Stay updated on market developments, regulations, and investment solutions Present and implement new investment products based on client needs Collaborate with internal specialists to create the best possible client solution Your Background, Experience, and Competence We are looking for someone with experience in financial advisory, Private Banking, Wealth Management, or related roles in banking and finance. To succeed in the role, we believe you: Have experience building and developing client relationships through your own prospecting Have a documented ability to generate business and develop a client portfolio Hold a SwedSec license for investment advice Preferably hold an InsureSec license Have a good understanding of savings, investments, and financial markets Have a genuine interest in new investment and placement products Communicate fluently in Swedish and English As a person, you are business-minded, self-driven, and unpretentious. You are motivated by the opportunity to influence your own success and thrive in a performance-oriented environment where commitment, initiative, and strong results are recognized and rewarded. What We Offer Opportunity to work with well-established players in banking, finance, and insurance A role with significant personal responsibility and the opportunity to influence your development A professional network of specialists and decision-makers in the industry Good opportunities for career development An environment where business acumen, customer focus, and results are highly valued Good to Know This is a proactive job posting where we are seeking candidates for future and ongoing recruitment assignments with our clients in banking, finance, and insurance. Placement, employment type, and other terms vary depending on the assignment. Application Apply by clicking the "Apply Now" button, upload your CV, and answer a few questions. We do not require a cover letter. We review all applications on an ongoing basis and encourage you to apply as soon as possible. Due to GDPR, we cannot accept applications via email. For questions about the position, you are welcome to contact the responsible recruitment consultant Emelie Nordblad at phone: 0760026961 or alternatively via email [email protected]. Jurek is a specialized recruitment and staffing partner that helps companies find the right expertise within Finance, Legal & Compliance, Banking & Insurance, HR, and Business support. Our experienced team combines industry knowledge with a strong network to create accurate and sustainable matches. We work long-term, personally, and with high quality to create the best possible experience for both clients and candidates.

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