Private Banking Specialis

5 days ago


Stockholm, Stockholm, Sweden Uniqruit AB Full time

Sammanfattning av jobbet som Junior Private Banker.

Vi söker en Junior Private Banker som vill utveckla sin karriär inom förmögenhetsrådgivning. Som Junior Private Banker kommer du att arbeta nära seniora rådgivare och bidra till deras arbete, samtidigt som du får insyn i områden som skatt, finansiering, analys, familjejuridik och compliance.

Detta är en unik möjlighet att utveckla din karriär inom Private Banking och bidra till affärens framgång. Du kommer att bli en del av ett professionellt och affärsdrivet team på huvudkontoret i Stockholm.

Rollen som Junior Private Banker innefattar:

  • Delta i möten och avlasta och hantera administrativa uppgifter som kunddokumentation, rådgivningsdokumentation, avtal och juridiska handlingar.
  • Förbereda material till kundmöten och delta tillsammans med en Senior Private Banker. Tar anteckningar under mötet. Ta fram offerter och uppföljningsmaterial ingår också.
  • Assistera seniora Private Bankers med att hantera förmögna kunders konton, depåer, portföljer och investeringar.
  • Avlasta den seniora Private Bankern under ledighet på plats kring diverse frågor som dyker upp.

Kraven för rollen som Junior Private Banker:

  • Civilekonomexamen eller motsvarande, samt 1-3 års erfarenhet inom placeringsrådgivning. Swedsec-licens är ett krav.
  • Ett stort intresse för finansmarknaden och förvaltningsprodukter, med en tydlig affärsmässig förståelse och hög servicegrad.
  • God förståelse för regelverk, compliance och efterlevnadsfrågor.
  • Mycket god datorvana, med fokus på Microsoft Office.
  • Strukturerad och detaljorienterad med förmåga att hantera flera projekt samtidigt.
  • Flytande svenska och engelska, i både tal och skrift.


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