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- Account Manager focusing on Crowdfunding / Corporate Bonds
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 provide 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 customers should feel proud of 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 focusing on Crowdfunding and Corporate Bonds who wants to be part of our continued journey.
About the role
In this 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 customers will also occur.
We are looking for someone with experience in appointment booking, cold calling, or other proactive sales, who is confident in building and developing a customer portfolio. You will conduct needs analyses, handle KYC processes, and present relevant financial solutions with a focus on quality and customer benefit.
Responsibilities
- Proactive new customer acquisition via phone and digital channels
- Schedule and conduct customer meetings via Teams, on-site with customers, or at the office
- Conduct needs analyses and provide professional advice
- Send quotes and establish contracts
- Develop and maintain long-term customer relationships
- Follow up on deals and contribute to the company's continued 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 customer register
Philanthropist's Finance House offers
- Base salary of 35,000 SEK and a very generous commission model
- 30 days of vacation
- Occupational pension and wellness allowance
- Flexible hours (09:00–17:00)
- Central office on Vasagatan in Stockholm
- Great development opportunities and internal training
- Opportunity for partnership or to invoice through your own company
- Ability to bring your dog to work
- Competitions with trips around the world
Other
Location: Stockholm
Start: March
Reference checks, tests, and background checks may occur.
The recruitment is handled by Linda Ström at DocuPartner AB. If you have any questions, please contact Linda at 070-825 08 10.
Applications with CV and preferably a short cover letter should be sent to:
Welcome with your application!
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