Vacant job

Pension Withdrawal Planning is an advisory service for Premium and Private Banking customers at Swedbank. The service assists customers who plan to begin pension withdrawals in the coming years. As a pension specialist, you use an advisory tool to help the customer create a individually tailored withdrawal plan. The advisory service covers all of the customer's pension assets.

• Work with Swedbank's Premium and Private Banking private customers.

• Be part of the journey as we develop tomorrow's digital pension solutions and processes.

• Work in a successful team of insurance specialists.

• Collaborate with advisors, primarily within Premium and Private Banking at Swedbank.

• To hold a SwedSec license for advisors.

• To possess a Life Diploma (Livdiplom) or equivalent insurance competence.

• Have good knowledge of the pension system, taxes, and regulations related to pension withdrawals.

• Be able to work with holistic advice where the customer's economy and life situation are the focus.

• Have experience in qualified advice within savings, pensions, or insurance.

• Be confident in analyzing complex customer needs and translating them into concrete solutions.

• Have good administrative skills and experience working in digital advisory tools.

• Have very good communication skills in Swedish, both oral and written.

• Be trustworthy and relationship-building with a strong customer focus.

• Have a business drive and willingness to work towards set goals.

• Personal and professional development through self-leadership and continuous development.

• 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 offer for bank products for employees, occupational pension plan, equity-based reward program Eken, and voluntary group insurance.

work with professional colleagues who collaborate to deliver the best possible service to both customers and colleagues in the bank. Maximizing customer satisfaction and contributing to Swedbank's position in society." Erik Virdeborn, your future manager

Location: Gothenburg

Hiring Manager: Erik Virdeborn

Please note that the recruitment process may take slightly longer than usual due to the summer holiday season.

Please be aware that background checks and drug testing may be conducted for this role if you proceed in the process.

We have made our choice of recruitment partner and therefore decline contact with advertising salespeople or sellers of other recruitment services.

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

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