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Job Advertisement: Investment and Financing Advisor

Swedbank AB

Jönköpings län, Jönköping

Previous experience is desired

21 days left
to apply for the job

Do you have a passion for complex investment and financing advice for individuals and businesses?

At Swedbank, you have the opportunity to:

  • Take ultimate responsibility for a specific customer group and its business and profitability
  • Build long-term and sustainable relationships with customers together with your customer teams
  • Based on the customer's goals and needs, recommend qualified solutions in asset management, credit, tax advice, and pension/insurance advice
  • Collaborate with other units in the bank by contributing your expertise and experience

In this role, you need:

  • A bachelor's or master's degree or equivalent in economics and finance
  • Five years of relevant work experience, for example from a role as Customer Manager
  • Good understanding of business economics, taxes, and law
  • Very good analytical skills
  • Very good knowledge and experience in advanced financial advice
  • Strong commitment, drive, and teamwork
  • Swedsec licenses in mortgage lending, investment advice, and insurance advice
  • Positive attitude and mindset

 

With us, you can experience:

  • Personal and professional development through self-leadership and continuous improvement.
  • Meaningful work that positively impacts our workplace, our customers, and society.
  • An open and collaborative culture that encourages cross-functional teamwork and offers networking opportunities.
  • A supportive and inclusive environment that promotes a balanced and sustainable work-life situation, with flexible working conditions when it suits the role.
  • Benefits (https://www.swedbank.com/sv/work-with-us/compensation-and-benefits.html) such as our offerings for employee banking products, occupational pension plan, stock-based reward programs Eken, and voluntary group insurance.

"Join our team and...

have the opportunity to work with Private Banking and the bank's most exciting customer segments in a growth market. The Private Banking unit works with the largest and most complex customers, private, corporate, foundations, and the public sector. We offer a holistic full-service concept. We are driven by developing existing and new customer relationships and creating new business contacts with a focus on customer satisfaction, business, and our goals. The position is based in Jönköping, but you will work throughout the Jönköping region together with a team of 11 Private Bankers and 3 customer support. Welcome to a team where we have a high ceiling and believe in commitment, care, and joy at work! Deborah Claesson, your future manager

We look forward to your application by 2025-12-30. 

Location: Jönköping

Recruiting Manager: Deborah Claesson, 070-351 92 95

We may begin the selection process during the application period and welcome your application as soon as possible.

We have made our choice of recruitment media and therefore kindly ask for no contact with advertising sellers or sellers of other recruitment services.

Swedbank is an inclusive employer and does not discriminate based on gender, age, sexual orientation or identity, ethnicity, religion, or disability - everyone is welcome.

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