
Stockholm Portfolio Manager
20 hours ago
About 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 relationships with Private Wealth Advisors to ensure seamless execution of wealth management plans
- Design and deliver engaging marketing presentations to showcase our expertise and services
- Conduct in-depth analysis of client portfolios to identify opportunities for growth and improvement
- Implement portfolio rebalancing strategies to optimize client returns
- Research and recommend high-quality investment products to meet client needs
- Stay informed about market trends and developments to provide expert advice to clients and colleagues
- Share key insights and research findings with Private Wealth Advisors to enhance their knowledge and decision-making
- Collaborate with various teams within Investment Management to deliver outstanding client service
- Provide administrative support for trading activities and other team needs
Requirements:
- Bachelor's degree in a related field
- Native fluency in Swedish or other Scandinavian languages required
- Prior experience in a related field is desirable
- Advanced skills in MS Office applications, including Excel, PowerPoint, Word, and Outlook
- Exceptional organizational and time management skills
- Ability to multitask and prioritize tasks effectively
- Strong interpersonal and communication skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Self-motivated and able to work independently with minimal supervision
- Excellent analytical and problem-solving skills
- Highly confidential and sensitive information handling
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