Försäljningsexpert till Coeli Wealth Management

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:...

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...

Är du en inspirerande ledare med passion för försäljning och affärsutveckling? Vill du vara med och bygga framtidens investeringsteam på ett snabbväxande bolag med stora ambitioner? Coeli Investment Partners söker nu en Fundraising Manager som vill ta teamet till nästa nivå och vara en nyckelspelare i Coelis fortsatta framgång.Detta är en unik...

About the Role:We are seeking a highly skilled Financial Analyst to join our Private Wealth Management team in Stockholm. As a key member of our team, you will be responsible for monitoring portfolio holdings, analyzing asset allocations, researching potential investments, and executing trades.Key Responsibilities:Work closely with Private Wealth Advisors to...

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...

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...

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 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...

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...

KravFör att lyckas i denna roll krävs det att du har goda kommunikations- och samarbetsfärdigheter. Du bör också ha en naturlig fallenhet för att ge utmärkt service och brinna för att bygga starka och personliga relationer med människor.Svenska språkkunskaper är ett krav, liksom att du kan arbeta i en dynamisk miljö där du behöver vara flexibel...

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...

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...

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...

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 ROYCROYC, a pioneering private markets investment platform in Europe, was founded in early 2022 by visionary executives from Blackstone and Nordea.We are the leading enterprise solutions provider for private equity General Partners, banks, wealth managers, and M-FOs, empowering them to efficiently manage and sell private market investments.The core...

About UsFNZ is a leading provider of wealth management solutions, dedicated to opening up wealth so that everyone, everywhere can invest in their future on their terms.We strive to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world. At FNZ, we value the strength and diversity of thought in...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team. The ideal candidate will have experience in portfolio management, risk analysis, and investment strategies.Monitor and analyze portfolio holdings to ensure alignment with client objectivesDevelop and implement investment strategies to optimize returns and minimize...

FNZ Markets EU is a leading provider of wealth management solutions, partnering with over 650 financial institutions and 12,000 wealth managers worldwide. We're committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.About the RoleDegree in economics, business or banking, further training in risk management is...

About ROYCWe are the leading private markets investment platform in Europe, purpose-built for the complex European market. Founded by former Blackstone and Nordea executives, our platform empowers Private Wealth Management advisors, wealth managers, and Private Equity General Partners with innovative solutions that unlock new opportunities for growth and...