Senior Financial Advisor

21 hours ago


Stockholm, Sweden HRM Affärsutveckling AB - Stockholm Full time

Kommun: Stockholm

Are you a highly experienced and skilled Senior Financial Advisor with a large own network and customer base? On behalf of our client Core Capital, we are seeking a new Senior Financial Advisor to join the Wealth Management Team.

About Core Capital S.A.

Founded in 2006 together with a satisfied client, Core Capital is dedicated to helping businesspeople and families with investable assets protect and grow their wealth. With a unique, client-focused business model, Core Capital operates independently from external financial institutions, providing leading-edge strategic asset management services. The firm is built on principles of integrity, transparency, and a commitment to achieving the best outcomes for its clients and employees alike.

For more details about Core Capital, visit Core Capital.

Main areas of responsibility

As a Senior Financial Advisor, you will be responsible for managing and nurturing the overall client relationship with Core Capital’s discretionary and advisory clients. Your role will include presenting and proposing Core Capital’s asset management offerings to new potential clients, as well as maintaining strong, ongoing relationships with existing clients.

- Daily Responsibilities: Maintain client relationships by providing timely market insights, portfolio performance updates, and adjusting strategies based on clients’ profiles. Propose investment ideas, manage capital flows, and ensure compliance by maintaining detailed records in Bank Vista. Assist clients with banking and insurance issues, present services to potential clients, and oversee the onboarding process for new clients, ensuring all regulatory and KYC requirements are met.
- Monthly and Quarterly Responsibilities: Oversee the control of monthly performance figures, send consolidated reports, and manage the review of management and performance fees, reporting any deviations to management. Attend Investment committee meetings where you are expected to contribute with relevant content.
- Yearly Responsibilities: Produce and present a comprehensive business plan for the upcoming calendar year. This includes setting an individual budget for net new assets under management (AUM), planning travel activities, and preparing presentation strategies to support business growth objectives.

The position may initially be based in a Scandinavian location, with a planned future transition to the Luxembourg office.

About the position

This position demands a proactive and strategic approach to client management, requiring you to be fully involved in the day-to-day operations of wealth management while also contributing to the company’s broader strategic goals. To thrive in this role, you should possess a master’s degree in Finance, Economics, or a related field, with substantial experience in Wealth Management or a similar financial advisory position. Your experience in structuring sales processes and leading client relationships will be highly valued. You must be adept at analysing financial data, setting and meeting ambitious targets, and adapting to the dynamic environment of asset management. Your ability to simplify complex financial matters and deliver clear, strategic advice will be key to your success.

As a Senior Financial Advisor, you are expected to exhibit exceptional communication skills, both in managing client relationships and in collaborating with internal teams.

At Core Capital, you will have the opportunity to work with a highly skilled team in a fast-paced, client-focused environment. Your commitment to integrity, transparency, and excellence will be instrumental in driving the success of both your clients and the firm.

Application

Does this sound interesting? Submit your application with CV and cover letter by clicking on the "Apply here" button. Selection and interviews are ongoing, so submit your application as soon as possible, but no later than 2025-01-31. If you want to know more, contact responsible recruitment consultant Linus Elghorn at linus.elghorn@hrmab.se or +46 76 762 46 86.

We look forward to your application

#J-18808-Ljbffr



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