
Wealth Management Professional
19 hours ago
This position is responsible for providing highly personalized advice, solutions, and service to clients within TD Wealth.
You will be part of a team that takes a sophisticated and holistic approach to wealth planning and protection.
Your key responsibilities include:
- Providing comprehensive financial planning and advice to mass affluent investing clients.
- Building and maintaining long-term relationships through financial planning expertise.
- Identifying business development opportunities and contributing to team and department goals.
- Strengthening customer service and monitoring productivity while assessing efficiency and implementing continuous improvements.
To be successful in this role, you must possess:
- An entrepreneurial spirit to prospect external business development opportunities.
- Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
- Excellent people and problem-solving skills to build and maintain client relationships.
- Strong communication skills to work collaboratively and independently.
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Stockholm, Stockholm, Sweden Coeli Wealth Management AB Full timeDu som drömmer om en karriär inom finans och investments efter dina studier - här är tjänsten för dig Kickstarta din karriär som Callcentermedarbetare hos Coeli där du får en gedigen skola och lärdom i finansbranschen. Tveka inte att söka redan idag - vi tillämpar löpande urvalFöretag: Coeli Wealth Management ABPlats: StockholmJobbkategori:...
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Wealth Management Professional
19 hours ago
Stockholm, Stockholm, Sweden Goldman Sachs Group, Inc. Full timeOur TeamWe are a dynamic team of Wealth Management Professionals dedicated to providing exceptional service to our clients. Our team is passionate about helping individuals achieve their financial goals, and we are committed to delivering tailored solutions that meet their unique needs.Provide personalized service to high net worth individuals and...
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Wealth Management Professional
20 hours ago
Stockholm, Stockholm, Sweden Goldman Sachs Full timeAbout the Role:We are seeking a highly skilled Financial Analyst to join our Private Wealth Management team in Stockholm. As a key member of our team, you will be responsible for monitoring portfolio holdings, analyzing asset allocations, researching potential investments, and executing trades.Key Responsibilities:Work closely with Private Wealth Advisors to...
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Finance Professional Lead
4 days ago
Stockholm, Stockholm, Sweden Wealth Wings Full timeA skilled Private Equity Specialist is sought by Wealth Wings to drive success in the dynamic environment of investment management. The ideal candidate will have a proven track record in identifying and evaluating investment opportunities.Key Responsibilities:Assess investment potential through thorough financial analysis and market research.Develop and...
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Stockholm Investment Manager
4 days ago
Stockholm, Stockholm, Sweden Wealth Wings Full timeWealth Wings, a leading Private Equity fund, is seeking a highly motivated Investment Associate to join their team in Stockholm. As a key member of our investment team, you will be responsible for identifying and assessing investment opportunities that meet our fund's investment criteria.Key Responsibilities:Develop and execute financial models to evaluate...
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Private Equity Specialist
4 days ago
Stockholm, Stockholm, Sweden Wealth Wings Full timeWealth Wings seeks an experienced Stockholm Investment Manager to lead our investment efforts in the region. As an Investment Associate, you will be responsible for identifying and assessing investment opportunities that align with our fund's goals.Key Responsibilities:Conduct thorough due diligence on companies, including financial analysis and market...
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Investment Associate Expert
4 days ago
Stockholm, Stockholm, Sweden Wealth Wings Full timeWealth Wings, a well-established Private Equity fund, is seeking an exceptional Finance Professional to join their team in Stockholm. As an Investment Associate Expert, you will play a crucial role in identifying and assessing investment opportunities.Key Responsibilities:Develop and execute financial models to evaluate potential investments.Conduct thorough...
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Karriärmöjlighet inom finans och investments
20 hours ago
Stockholm, Stockholm, Sweden Coeli Wealth Management AB Full timeTjänstenDu kommer att arbeta som callcentermedarbetare på Coeli Wealth Management AB. Din primära uppgift kommer vara att genom uppsökande samtal och leads öka inflödet av nya potentiella kunder som är avgörande för Coelis tillväxtsresa.Varje dag blir en ny utmaning, men du kommer ha stöd från ett erfaret team och en tydlig plan för din...
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Försäljningsexpert till Coeli Wealth Management
24 hours ago
Stockholm, Stockholm, Sweden Coeli Wealth Management AB Full timeOm ossCoeli är en ledande investeringsorganisation som förvaltar kapital inom aktier, obligationer, hedgefonder samt är aktiva ägare och gör direktinvesteringar inom fastigheter och Private Equity. Vi erbjuder även finansiering till investerare och fastighetsägare via vårt kreditmarknadsbolag.Våra partnerskapsmodellen attraherar några av marknadens...
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Stockholm Portfolio Manager
20 hours ago
Stockholm, Stockholm, Sweden Goldman Sachs Full timeAbout Our Team:We are a dynamic team of professionals dedicated to providing exceptional wealth management services to our clients. As a Senior Financial Analyst, you will be an integral part of our team, working closely with Private Wealth Advisors to develop and implement customized investment strategies.Key Responsibilities:Develop and maintain strong...
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Strategic HR Professional
19 hours ago
Stockholm, Stockholm, Sweden SEB group Full timeWe are seeking a Strategic HR Professional to join our team at SEB's Wealth & Asset Management division. As a key member of our HR organization, you will play a critical role in shaping the future of human resources within the division.Your primary responsibility will be to develop and implement a strategic people plan that aligns with our division's overall...
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Project Management Executive
6 days ago
Stockholm, Stockholm, Sweden FNZ (UK) Ltd Full timeAbout the PositionAs a Project Management Executive at FNZ (UK) Ltd, you will be responsible for promoting a service of excellence by identifying client needs and ensuring customer satisfaction. You will work closely with various internal FNZ teams and need to have the ability to influence and lead the teams to deliver exceptional client outcomes.Key...
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Client Success Manager
6 days ago
Stockholm, Stockholm, Sweden FNZ (UK) Ltd Full timeAbout the OpportunityWe are seeking a Client Success Manager to join our team at FNZ (UK) Ltd. In this role, you will be responsible for promoting a service of excellence by identifying client needs and ensuring customer satisfaction. You will work closely with various internal FNZ teams and need to have the ability to influence and lead the teams to deliver...
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Key Account Professional
6 days ago
Stockholm, Stockholm, Sweden Management Events Full timeWe are seeking a highly motivated Key Account Professional to join our team at Management Events. As a key member of our sales team, you will be responsible for cultivating and managing strong, long-term relationships with our valued clients.About the Role:In this role, you will deliver exceptional customer service, proactively addressing inquiries and...
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Administratör inom Wealth Management
2 days ago
Stockholm, Stockholm, Sweden Po Söderberg & Partner AB Full timeSöker du en bred administrativ tjänst i ett ledande och spännande företag? Söderberg & Partners söker en driven och engagerad administratör till Wealth Management i Stockholm.Tjänsten innefattar administrativa arbetsuppgifter och passar dig som trivs i en nyckelroll där du får vara med och driva processer med en stor bredd av uppgifter. Det...
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Talent Development Manager
19 hours ago
Stockholm, Stockholm, Sweden SEB group Full timeTalent Development ManagerWe are looking for a Talent Development Manager to join our HR team at SEB's Wealth & Asset Management division. In this role, you will be responsible for designing and delivering training programs that meet the needs of our employees and support the achievement of our division's objectives.As a Talent Development Manager, you will...
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Senior Business Development Manager
4 days ago
Stockholm, Stockholm, Sweden ROYC Full timeUnlock Growth with ROYCAs a Regional Sales Lead for ROYC Enterprise Solutions, you will be at the forefront of driving business growth and achieving revenue targets. Our innovative private markets investment platform empowers Private Wealth Management advisors, wealth managers, and Private Equity General Partners with cutting-edge solutions that unlock new...
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Business Operations Lead
6 days ago
Stockholm, Stockholm, Sweden FNZ (UK) Ltd Full timeAbout the RoleWe are looking for a Business Operations Lead to join our team at FNZ (UK) Ltd. As a Business Operations Lead, you will be responsible for overseeing service delivery and maintaining relationships with key named clients on a day-to-day basis. The ideal candidate will promote a service of excellence by identifying client needs and ensuring...
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Service Delivery Director
6 days ago
Stockholm, Stockholm, Sweden FNZ (UK) Ltd Full timeAbout the RoleAs a Service Delivery Director at FNZ (UK) Ltd, you will have primary responsibility for overseeing service delivery and maintaining relationships with key named clients on a day-to-day basis. The ideal candidate will promote a service of excellence by identifying client needs and ensuring customer satisfaction.Key ResponsibilitiesMaintenance...
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Stockholm, Stockholm, Sweden ROYC Full timeSales Excellence with ROYCWe are seeking an experienced Sales professional to lead our efforts in the Nordic markets. As a Senior Business Development Manager - Private Equity, you will be responsible for driving business growth and achieving revenue targets in Banks, Private Banks, Wealth Managers, Multi-Family Offices, and private equity firms.Our...