Wealth Management Professional

Du 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:...

Our 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...

A 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...

Job DescriptionThis 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...

Wealth 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...

Wealth 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...

Wealth 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...

TjänstenDu 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...

Om 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...

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...

We 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...

About 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...

About 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...

We 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...

Söker 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...

Talent 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...

Unlock 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...

About 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...

About 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...

Sales 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...