Vacant job

About the Company

Do you want to work in a business-oriented role where you build long-term relationships with affluent clients and help develop a growing Private Banking offering? Here you will have the opportunity to take full responsibility in an entrepreneurial environment with a strong brand, where your business drive is combined with qualified financial advisory.

Max Matthiessen is one of Sweden's leading life and property/casualty insurance brokers, with over 130 years of experience supporting companies and individuals in financial decisions regarding pensions, insurance, and capital investments. The company has approximately 800 employees across about 30 locations in Sweden, Denmark, and Norway, and is in a clear growth phase with Nordic Capital and Ontario Teachers’ Pension Plan as owners.

The operations are characterized by a strong entrepreneurial spirit combined with stability and an established brand. The culture is described as warm, business-driven, and collaborative, with a strong team spirit within Private Banking and short decision-making paths.

Private Banking is a prioritized growth area where the company invests to strengthen its offering and gain a larger market position, including through a strategic collaboration with Goldman Sachs Asset Management.

This role is based in Norrköping or Linköping.

Responsibilities

The role of Private Banker entails full responsibility for advising affluent private clients, acting as the hub of the client relationship. You will be responsible for both existing clients and new business development, with a focus on growing the business in the Norrköping/Linköping region.

You work in a business-driven and relationship-oriented manner to identify new opportunities while building long-term client relationships. In this role, you collaborate closely with internal specialists in asset management, tax, legal, pensions, and insurance to ensure a strong holistic offering.

Key Tasks:

• Manage and develop the existing client portfolio
• Act as the lead advisor in asset management and financial planning
• Drive new business development and build long-term client relationships
• Identify and realize business opportunities through cross-selling
• Collaborate with internal specialists to deliver holistic solutions
• Represent the Private Banking offering in the region and build a local network

Your Profile

You are a business-driven and relationship-building person who thrives in a role with significant autonomy. With a structured approach and a genuine interest in the client's long-term development, you build trust and create sustainable business over time.

Requirements:

• Post-secondary education in economics/finance or equivalent experience
• At least 5 years of prior experience in private banking or investment advisory
• Documented experience in building relationships over time
• You have your own client portfolio/substantial network in the region
• You are well-versed in the market and possess high competence in financial advisory and asset management
• Swedsec/InsureSec license

Apply Today!

Application

For questions regarding the position or the recruitment process, please contact one of the responsible recruitment consultants below.

We will use work psychological tests in the selection process. You will also, early in the selection process, receive and respond to how you believe you meet the requirements and desirable aspects of the position regarding education, experience, and knowledge. Our initial focus will be on the requirements and your personal potential. Later, personal interviews with both us and the client, as well as reference checks, will naturally take place.

Apply for the position by clicking "apply" and register in our database, in accordance with GDPR guidelines.

Jessica Ferm, [email protected] or +46 704-106391

Frida Stern, [email protected] or +46 704-106395

Best regards!

Unik Resurs

Welcome to Unik Resurs!

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At Unik Resurs, you are always welcome to contact the responsible recruiter if you have questions or thoughts regarding an advertised assignment.

If this assignment does not suit you, you are welcome to contact us so we might find your dream job together. We know the region and know where you can make the best use of your profile.

Good luck!

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