Premium Advisor for Our Office in Lerum

We are looking for someone interested in building their own client base and developing in their advisory role. As a Premium Advisor, you will work to help clients' finances grow in a healthy and sustainable way. You will follow the client's journey through life and build on previous meetings, conversations, and plans year after year.

The role includes, among other things, that you

• Are responsible for the bank's clients within the premium segment, meaning clients with a net income over 40,000 SEK per month or savings over one million SEK.
• Provide financial advice, conduct complex transactions, and negotiate prices and terms.
• Meet corporate clients and understand and manage the personal finances of business leaders.
• Create effective teams with expertise around the client.
• Participate in external networks, client meetings, and events.

We are looking for someone who

• Enjoys growing their client base and sees opportunities in acquiring new clients.
• Has experience as an advisor in banking and finance.
• Has a connection to our area of operations.
• Holds a Swedsec mortgage license and advisory license.
• Has Insurance Brokerage Rights for Life, Private, and Property.

What we offer

We invest in your personal development, and you will have the opportunity for active engagement in the workplace through, for example, wellness groups and client activities. You will work in a committed and supportive team.

The bank is on an exciting journey where we strive to be a strong, relevant, and competitive bank with a clear and attractive brand.

By being close, engaged, and solution-oriented, we create value for our clients, our employees, and the community we operate in.

Here you will have the opportunity to influence, develop, and shape the future banking experience. At the same time, you will enjoy working closely with clients, colleagues, and the community every day – and see the results of your work in increased customer satisfaction, proud employees, and an economy that is sustainable for everyone and for the future.

With us, people from various backgrounds, experiences, and ages work, all of whom have a strong commitment to society and a passion for the savings bank idea.

We look forward to your application!