Wealth Advisor Wanted at Akademisk Marknadsanalys

Akademisk Marknadsanalys Stockholm AB

Stockholms län, Stockholm

Previous experience is desired

~68 500 kr / per month ->
Fixed and variable salary

Education: Företagsekonomi, handel och administration
Eftergymnasial utbildning två år eller längre

Published 2025-04-04 Permanent employment Full time

27 days left
to apply for the job

We are now looking for you who want to work with financial advisory at our central office at Östermalmstorg.

Akademisk Marknadsanalys was founded in 2009 and provides comprehensive asset management for both private and corporate clients. Together with our legal team, we offer the best in Private Banking with offices in Stockholm, Uppsala, Gothenburg, and Helsingborg. The position is full-time at our central office at Östermalmstorg.

You who are applying for the position of wealth advisor have an academic degree and experience in financial advisory or other relevant client advisory. As a person, you are social, open, and accustomed to meeting the client's needs in the best way. You should have high energy and the ability to drive a clear growth agenda, so we see that you enjoy prospecting and networking. Order and structure are self-evident. With us, we want to succeed together as a team and help each other forward – but you also need to have a strong personal drive and work purposefully and long-term.

Master's degree in economics or similar.
Have a SwedSec license, it is an advantage if you also have an InsureSec.
You speak and write fluent Swedish.
Managing and continuing to build networks is natural for you, you appreciate prospecting, taking initiative, and seeing opportunities first rather than limitations.

About the position

Through long-term relationships, personal meetings, and understanding of the client, we have contributed specialist expertise for 16 years to create the best possible client experience. In the role of wealth advisor, you will offer our Private Banking services in combination with legal advice from our family lawyers. A strong focus will be on clear growth combined with further developing the relationship with some of our existing clients. With us, you will have the opportunity to join a team characterized by strong team spirit and high tempo with the client in focus.

Application

Welcome with your application today! We review applications on an ongoing basis. Mark your application with the word "Wealth Advisor", attach a personal letter and CV. For more information or questions, contact Emma Östlund emma.ostlund@akademisk.se