Vacant job

• Take on a key role responsible for some of Halmstad's most important affluent customers that make up your customer base.

• Act proactively and identify new business opportunities, develop existing customer relationships, and create new business contacts.

• Work with financial advisory and together with the customer develop a financial plan for how the customer's finances should grow.

• Collaborate with colleagues in the office as well as specialists within Swedbank to best support the customer's entire business.

• At least two years of experience in pension, savings, insurance, and credit business.

• Swedsec Advisor License, Swedsec Mortgage License, and Insurance Distribution Rights Life Private (IDD).

• A very good ability to develop customer relationships and business over time.

• A structured working method as well as good order and tidiness.

• A personal drive and willingness as well as the ability to do business with new and existing customers.

• High competence to inventory and manage the customer's total personal finances and read the customer's needs.

• Good ability to negotiate prices and terms.

• Good knowledge of anti-money laundering and customer knowledge (AML/KYC).

• Proficiency in taxes and law regarding personal finances.

• Demonstrated compliance regarding advisory documentation.

• Service orientation, quality awareness, structure in your work, business acumen, and being solution-oriented and relationship-building.

• Good oral and written communication skills.

• 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 such as our offers for employee banking products, pension plans, stock-based reward programs Eken, and voluntary group insurance.

... be part of a fantastic group of professional colleagues who work together to achieve results, maximize customer satisfaction, and contribute to Swedbank's position. Together, we work to further advance Swedbank's position in our business area by maintaining a strong focus on business and activity.” Josefine Lindskog, your future manager

Location: Halmstad

Recruiting manager: Josefine Lindskog

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 from 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.