Private Banker

SEB
Sweden
Workplace: HybridFull timeFunction: Banking, Lending & CreditSkills: ["Business-driven","Relationship-building","Proactive","Prospecting","Client-focused"]

Provide proactive, high-quality wealth management advice and exceptional service to existing clients while actively prospecting for affluent private clients and entrepreneurs. Work with specialists and independently build long-term relationships, with a focus on investment advice and mortgages. Own responsibility for your customer portfolio with freedom and accountability. Based in Umeå, you will travel and cover clients across a wider geographic area.

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FursaFursa
SEB
SEB
1 day ago

Private Banker

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide proactive, high-quality wealth management advice and exceptional service to existing clients while actively prospecting for affluent private clients and entrepreneurs. Work with specialists and independently build long-term relationships, with a focus on investment advice and mortgages. Own responsibility for your customer portfolio with freedom and accountability. Based in Umeå, you will travel and cover clients across a wider geographic area.
Location: Sweden
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver high-quality, proactive advisory and exceptional service to existing clients.
  • •Actively prospect for affluent private clients and entrepreneurs.
  • •Collaborate with specialists while independently building long-term client relationships.
  • •Focus on investment advice and mortgages for your client portfolio.
  • •Travel and cover clients across a larger geographic area while based in Umeå.

Key Requirements

  • •Hold valid SwedSec and mortgage licenses (bolånelicenser).
  • •Have relevant advisory background with documented strong results in investment and mortgage advisory.
  • •Demonstrate strong business drive and enjoy prospecting and closing deals.
  • •Show excellent ability to build and maintain long-term relationships with a genuine interest in clients’ financial success.
Skills:Business-drivenRelationship-buildingProactiveProspectingClient-focused
Licenses:SwedSecBolånelicenser
Certifications:SwedSecBolånelicenser

Company Brief

SEB
SEB (Skandinaviska Enskilda Banken) is a leading Nordic financial group offering corporate and institutional banking, wealth management, private banking, and asset management services to businesses and private customers across the Nordic and Baltic regions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Stockholm, Sweden
Founded: 1856
WebsiteLinkedIn