Callcenter-medarbetare till Coeli Wealth Management

KarriärsmöjlighetDu som drömmer om en karriär inom finans kan få en gedigen skola och lärdom inom Coeli Wealth Management AB. Som Callcentermedarbetare får du goda förutsättningar att lära dig det som krävs för att bli framgångsrik och bygga en långsiktig karriär hos oss. Det är en perfekt möjlighet att få en inblick i finansvärlden under...

FöretagsbeskrivningCoeli Wealth Management AB är en ledande investeringsorganisation med förtroendet att förvalta cirka 65 miljarder kronor åt förmögna privatkunder, Family Offices, företag och institutioner. Företaget grundades 1994 och har vuxit med cirka 300% sedan 2021 varav cirka 30% det senaste året.Wealth Management erbjuder finansiering...

Efter utbildningenNär din tid inom Coeli Wealth Management tar slut så ser vi gärna att du fortsätter bygga en karriär inom företaget. Vi tror att vår organisation präglad av entreprenörsanda och hög kvalitet är ett bra ställe för dig att växa och utvecklas som professionell. Du kommer få goda förutsättningar att lära dig nytt och utveckla...

Är du en inspirerande ledare med passion för försäljning och affärsutveckling? Vill du vara med och bygga framtidens investeringsteam på ett snabbväxande bolag med stora ambitioner? Coeli Investment Partners söker nu en Fundraising Manager som vill ta teamet till nästa nivå och vara en nyckelspelare i Coelis fortsatta framgång.Detta är en unik...

**Our Mission**We, at Goldman Sachs Group, Inc., are dedicated to securing, developing and managing relationships with high net worth individuals, their families, family offices and foundations.We assist clients in building and preserving their financial wealth by creating and implementing long-term asset allocation strategies within the context of each...

At TD Wealth, we take a sophisticated and holistic goals discovery approach to wealth planning and protection.We are seeking an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice.The ideal candidate will identify client life and financial goals, provide comprehensive reviews and...

We are seeking a skilled and experienced Human Resources professional to lead the HR function within Wealth & Asset Management. As the Head of Human Resources, you will play a key role in shaping the future HR offering in line with our Business Plan while ensuring compliance with relevant policies, regulations, and legislation. You will work closely with the...

**Career Opportunities**We offer a dynamic and supportive work environment where you can grow your career and make a meaningful impact.As a Financial Analyst, you will have the opportunity to develop and maintain strong relationships with Private Wealth Advisors and clients, analyze complex financial data, and drive business growth.Main...

Wealth Wings, a prominent Private Equity fund, seeks an ambitious Investment Associate to join their team in Stockholm. As a key member of the team, you will be responsible for identifying and assessing investment opportunities to maximize portfolio returns.Key Responsibilities:Conduct thorough financial analysis and due diligence to ensure optimal...

The SEB group is a leading financial services group in northern Europe, driving positive change by providing capital to help everyone reach their goals and accelerate progress towards a sustainable tomorrow. We aim to foster an environment where employees are motivated to contribute to our success. The Head of Human Resources within Wealth & Asset Management...

Värt erbjudande">Vi offrërar dig ett attraktivt sälljningspaket som innefattar:Ett generöst kompensationspaket med fast lön och rörlig delMöjlighet till delägarskap och optionsprogramArbetet med hogågrefterskaende och erfarna kollegorVarför välj Coeli Investment Partners?Coeli Investment Partners är ett företag som står över...

As a strategic partner to senior management, you will provide guidance and support to the highest leadership levels. In this role, you will work closely with the Head of Division and the management team to develop a strategic people plan and organizational development that aligns with the division strategy. Your responsibilities will include creating and...

Nordea is a leading Nordic universal bank offering digital investment services to retail customers. We add value by providing users with tools to invest money into financial markets, track portfolio performance, and manage recurring savings.The Digital Wealth Engineering team in Stockholm supports the development and operation of our data infrastructure. As...

**The Role**As a Financial Analyst on our Private Wealth Management team, you will play a crucial role in supporting Private Wealth Advisors in implementing wealth management strategies for high net worth individuals and their families.You will be responsible for analyzing equity and fixed income portfolios, researching internal and external investment...

Om din roll">Du blir en viktig del av Coeli Investment Partners' team och kommer att arbeta tillsammans med erfarna kollegor som delar dina ambitioner och värderingar.I din roll som tillväxt ansvarig kommer du att ha ansvaret för att ta teamet till nästa nivå och vara en nyckelspelare i Coelis fortsatta framgång. Du kommer att arbeta nära chefen och...

FNZ (UK) Ltd OverviewWe are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.Our PlatformWe provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.About Our PartnershipsWe partner with over 650 financial institutions and 12,000...

Job DescriptionAs a Financial Analyst, you will work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients. You will develop and prepare marketing presentations, analyze equity and fixed income portfolios, execute portfolio rebalancing, research internal and external investment vehicles, keep abreast of...

**Job Summary**We are seeking a skilled Financial Analyst to join our Private Wealth Management team.The ideal candidate will have experience working in a relevant field, proficient skills in MS Office (Excel, PowerPoint, Word, Outlook), and excellent communication skills.Main Responsibilities:Support Private Wealth Advisors in implementing wealth management...

About RoycgroupWe are a leading private markets investment platform in Europe, purpose-built for the complex European market. Our enterprise solutions are tailored to private equity General Partners, banks, wealth managers, and M-FOs.We empower Private Wealth Management (PWM) advisors, wealth managers, and Private Equity General Partners with a tool that...

PA Consulting is committed to enriching working lives by providing access to unique people and growth opportunities, as well as purpose-led meaningful work. As a Management Consultant, you'll be part of a strong professional and global environment that will challenge you and give you the opportunity to develop professional and personal skills.We're seeking...