Prospecting and acquiring new clients and new assets of U / HNWI private clients from the Swedish market
Advising both existing as well as new clients on all aspects of their financial needs
Closely monitoring the financial markets and the trends in the field of international wealth management
Define and execute a business plan based on the team's clientele and network of relations
Profil attendu
Currently working in a bank, an EAM, a multi-family office or a financial institute
Minimum 5 years in a similar position
Currently managing and owning a portfolio of private clients
Long and successful track record in advising and looking after private clients in the Swedishmarket
Very good knowledge of products, services, global compliance aspects and financial markets
Teams specialized on specific markets are welcomed
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