Senior Wealth Manager

7 hours ago


Stockholm, Stockholm, Sweden HRM Affärsutveckling AB - Stockholm Full time
Role Overview

We are seeking an experienced Senior Financial Advisor to join our Wealth Management Team. As a Senior Financial Advisor, you will be responsible for managing client relationships, presenting Core Capital's asset management offerings, and maintaining strong relationships with existing clients.

Main Areas of Responsibility
  1. Client Relationship Management: Maintain timely market insights, portfolio performance updates, and adjust strategies based on clients' profiles.
  2. New Business Development: Propose investment ideas, manage capital flows, and ensure compliance by maintaining detailed records.
  3. Strategic Planning: Oversee the control of monthly performance figures, send consolidated reports, and manage review of management and performance fees.
Key Qualifications

Substantial experience in Wealth Management or a similar financial advisory position, combined with a master's degree in Finance, Economics, or a related field, is essential for this role. Your ability to analyze financial data, set and meet ambitious targets, and adapt to the dynamic environment of asset management will be critical to your success.



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