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Account Manager focusing on Crowdfunding / Corporate Bonds
Docupartner i Stockholm ABStockholms län, Stockholm
Previous experience is desired
Philanthropist's Finance House in Stockholm is looking for
Account Manager focusing on Crowdfunding / Corporate Bonds
Philanthropist's Finance House is an innovative and rapidly growing company in the financial sector, with offices in Stockholm, Gothenburg, and Malmö. We offer financial solutions to both businesses and individuals, focusing on long-term partnerships, high ethics, and transparency. Our goal is to combine good returns with care for people and the planet, and our clients can take pride in the products they invest in.
The company is characterized by an entrepreneurial spirit, strong drive, and a desire to constantly develop. We value creativity, quality, and a strong customer focus – and are now looking for an Account Manager with a focus on Crowdfunding / Corporate Bonds who wants to be part of our journey.
About the role
You will be responsible for the entire sales process, from the first contact to closing and follow-up. You will primarily work with new customer acquisition targeting corporate clients, but some contact with private clients will also occur.
We are looking for someone with previous experience in appointment booking, cold calling, or other proactive sales, who is confident in building and developing a customer portfolio. You will conduct needs analysis, handle KYC, and present relevant financial solutions with a focus on customer benefit and quality.
Responsibilities
- Proactive new customer acquisition via phone and digital channels
- Schedule and conduct customer meetings via Teams, on-site at the client, or at the office
- Conduct needs analysis and provide professional advice
- Send quotes and write contracts
- Develop and nurture long-term customer relationships
- Follow up on deals and contribute to the company's growth
Your profile
We are looking for someone who:
- Has 2–3 years of sales experience
- Has worked with appointment booking, cold calling, or new customer acquisition
- Has an interest in finance, stocks, and financial instruments
- Is goal-oriented, driven, and relationship-building
- Is confident in customer dialogues and works in a structured and meticulous manner
Meritorious:
- Experience in finance, insurance, or financial advisory
- Existing customer network or client register
Philanthropist's Finance House offers
- Base salary of 35,000 SEK and a very generous commission model
- 30 days of vacation
- Pension plan and wellness allowance
- Flexible hours (09:00–17:00)
- Central office on Vasagatan in Stockholm
- Great development opportunities and training
- Possibility for partnership or invoicing from your own company
- Ability to bring your dog to work
- Competitions for trips around the world
Other
Location: Stockholm
Start: By agreement, but no later than March
Reference checks, tests, and background checks may occur.
This recruitment is handled by Linda Ström at DocuPartner AB. If you have questions, feel free to contact Linda at 070-825 08 10.
Applications with CV and preferably a short cover letter should be emailed to: [email protected]
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