Private Banking Konsult

2 days ago


Stockholm, Stockholm, Sweden Uniqruit AB Full time

Vi söker en kvalitetsorienterad och affärsmässig Junior Private Banker som vill utveckla sin karriär inom förmögenhetsrådgivning. Om rollen

Den här positionen erbjuder dig möjlighet att arbeta nära Senior Private Banker och bidra till deras arbete samtidigt som du får insyn i områden som skatt, finansiering, analys, familjejuridik och compliance.

Ansvaret

  • 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. Ta anteckningar under mötet. Ta fram offerter och uppföljningsmaterial ingår också.
  • Assistera seniora Private Bankers med att hantera förmögna kunders konton, depåer, portföljer och investeringar. Det kan inkludera att följa upp på kundernas frågor och önskemål samt att säkerställa hög kundnöjdhet.
  • Avlastar den seniora Private Bankern under ledighet på plats kring diverse frågor som dyker upp.

Kvalifikationer

  • 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.


  • Stockholm, Stockholm, Sweden Nordea Bank Norge ASA Full time

    Job SummaryWe are seeking a highly experienced Senior Legal Counsel to strengthen our Swedish Legal team in Stockholm. As a key member of the team, you will provide expert legal advice on matters related to private customer banking products.The ideal candidate will have a Master's degree in Law and at least five years' relevant experience from a similar...


  • Stockholm, Stockholm, Sweden PER, Private Equity Recruitment Full time

    Company OverviewOur client is a reputable credit investment firm with an impressive history of delivering results. Their commitment to innovation and excellence has earned them a distinguished position in the industry.With a strong focus on direct lending and middle-market credit, they have built a robust platform that attracts top talent from around the...


  • Stockholm, Stockholm, Sweden PER, Private Equity Recruitment Full time

    About Our ClientOur client is a prominent player in the European credit investment landscape, boasting a decades-long track record of success. With a presence in multiple countries, they have established themselves as a leader in the industry.Their focus lies in originating and managing high-quality direct lending investments in the middle market, ensuring...


  • Stockholm, Stockholm, Sweden TN Sweden Full time

    Role DescriptionThe Financial Institutions Sub-Cluster Industry Head for the Nordics is responsible for managing a team that provides advisory, financing, and broader banking and markets services to public and private clients.


  • Stockholm, Stockholm, Sweden Realtid Full time

    About the RoleWe are seeking a highly skilled Corporate Banking Specialist to join our team in Nordics M&A. As a key member of our team, you will be responsible for assisting in origination and managing the execution of public and private mergers, acquisitions, and divestitures across all industry sectors.Our Investment Banking group is well-organized to...


  • Stockholm, Stockholm, Sweden TopRecroot Full time

    About the FirmOur client, a leading investment bank in the Nordic region, specializes in M&A and strategic advisory services. The firm provides tailored solutions to high-growth companies, private equity firms, and strategic buyers.The company's expertise lies in delivering impactful transactions in a dynamic and entrepreneurial environment.


  • Stockholm, Stockholm, Sweden SWED BANK Full time

    Driving Business Results Through People ManagementIn this role, you will have the opportunity to make a significant impact on the business by driving HR and people management related tasks within the business in Sweden, particularly in the unit Premium & Private Banking.Key ResponsibilitiesProactively implement group common HR processes within culture,...


  • Stockholm, Stockholm, Sweden LINC - Lund University Finance Society Full time

    Unlock Your PotentialLeveraged Finance at Danske Bank offers a dynamic and challenging work environment that allows you to develop your skills and expertise in investment banking. As an Analyst, you will have the opportunity to participate in live transactions, build relationships with clients and colleagues, and gain valuable experience in credit analysis,...


  • Stockholm, Stockholm, Sweden Finance Recruitment Sweden AB Full time

    Join our team as a Recruitment Consultant!Our team at Finance Recruitment specialises in headhunting specialists within private equity, corporate finance, investment banking, and asset management.We are looking for an additional recruitment consultant to join our team and continue delivering high-quality service to our clients. As a recruitment consultant,...

  • Investment Banking

    5 days ago


    Stockholm, Stockholm, Sweden Realtid Full time

    Investment Banking - Nordics M&A - Vice PresidentAs a member of the Nordic M&A team, you will assist in origination and manage the execution of public and private mergers, acquisitions, and divestitures across all industry sectors, equity capital markets advisory on various types of capital raising transactions such as listings and rights issues across the...


  • Stockholm, Stockholm, Sweden PER, Private Equity Recruitment Full time

    About Our TeamOur client is seeking a talented individual to join their dynamic team as a Direct Lending Credit Investment Associate. As a key contributor, you will play a vital role in driving the company's growth and success.With a strong focus on direct lending and middle-market credit, our client has established a robust platform that attracts top talent...


  • Stockholm, Stockholm, Sweden PER, Private Equity Recruitment Full time

    About Our CompanyOur client is a leading international credit investment fund with a long-standing reputation for success. With multiple origination offices across Europe, they recently surpassed their initial target.Their platform focuses on self-originated investments in illiquid middle-market credit, managing both commingled funds and separately managed...


  • Stockholm, Stockholm, Sweden GP Bullhound Full time

    Key ResponsibilitiesWork on investment banking projects in the technology sector, often in a cross-border setting.Support dealmakers in origination by independently conducting first meetings with entrepreneurs and financial investors.Build your own network with the next generation of technology leaders in the Nordics.Coordinate with and lead co-advisors...


  • Stockholm, Stockholm, Sweden Uniqruit AB Full time

    Vi erbjuder dig en unik möjlighet att utveckla din karriär och göra ett verkligt skillnad i Uniqruit AB. Genom att bli en del av vårt team kan du bidra till våra kunders sunda utveckling och självförtroende.I denna rollArbeta nära våra experter och lära dig allt om branschen.Ha ansvaret för en stor del av våra kunders produktsortiment och...

  • Konsult i Ledarskap

    4 days ago


    Stockholm, Stockholm, Sweden Delta Consulting AB Full time

    Du har chansen att bli en del av Delta Consulting och bidra till våra kunders framgång genom ett konsultuppdrag inom Private Equity. I den här rollen kommer du att arbeta med fondadministration, ledarskap och andra operativa processer.Vem passar in?Du har gedigen kunskap om fondadministrationDu har erhållna erfarenhet från ledande befattningarDu har god...


  • Stockholm, Stockholm, Sweden Juni Full time

    Company Overview: At Juni, we're on a mission to revolutionize banking by providing businesses with the financial tools they need to operate, grow, and win globally. Our team is passionate about building a better future for our customers and each other.Job Description: We're seeking a Design Visionary to lead our product design team and shape the future of...


  • Stockholm, Stockholm, Sweden DreamQuest Recruitment Full time

    Senior Investment Analyst RoleThe successful candidate will be responsible for evaluating investment opportunities, conducting financial due diligence, and supporting portfolio companies to drive value creation. This role requires strong analytical and problem-solving skills, as well as excellent communication and collaboration...


  • Stockholm, Stockholm, Sweden White & Case LLP Full time

    Key Qualifications\To be successful in this role, you should have:\\A Swedish Law Program graduation\Three to four years of banking / debt finance experience\Preferred experience includes sponsor finance, syndicated lending, acquisition/leveraged finance, and/or direct lending and private credit transactions\Strong academic record and intellectual curiosity,...


  • Stockholm, Stockholm, Sweden Danske Bank Full time

    Are you looking for a challenging and rewarding career opportunity in sustainable finance? Do you have a passion for understanding the complex relationships between business, society and the environment? If so, we encourage you to apply for this exciting role as a sustainable products specialist.As a member of our Sustainable Products Team, you will be...

  • Salesforce-konsult

    2 days ago


    Stockholm, Stockholm, Sweden Deploja AB Full time

    Vi söker en erfaren konsult för att bidra med expertis från Marketing cloud och Data cloudFör närvarande är vi i en implementationsfas av Marketing automation via Salesforceplattformen. I den här rollen kommer du att genomföra en mer detaljerad analys av våra befintliga system och sedan starta implementationen.Våra krav:Erfarenhet av arbete med...