Senior Multi Asset Advisor to Private Wealth Management & Family Office

SEB
Sweden
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Communication","Collaborative","Solution-oriented","Strategic asset allocation","Client relationship building","Commercial judgement"]

Provide high-quality multi-asset investment advice to a portfolio of private clients and foundations. Take a holistic view of client portfolios, advising across asset classes using SEB’s investment views and asset allocation expertise while tailoring solutions to each client’s objectives, risk profile, and long-term needs. Partner with Client Executives and specialists, deepen relationships, identify new opportunities, and help shape the team’s advisory approach and client experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
SEB
SEB
14 hours ago

Senior Multi Asset Advisor to Private Wealth Management & Family Office

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide high-quality multi-asset investment advice to a portfolio of private clients and foundations. Take a holistic view of client portfolios, advising across asset classes using SEB’s investment views and asset allocation expertise while tailoring solutions to each client’s objectives, risk profile, and long-term needs. Partner with Client Executives and specialists, deepen relationships, identify new opportunities, and help shape the team’s advisory approach and client experience.
Location: Sweden
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Deliver high-quality multi-asset investment advice to private clients and foundations.
  • •Assess clients holistically and advise across asset classes tailored to objectives, circumstances, risk profile, and long-term needs.
  • •Work with Client Executives and specialists across Private Wealth Management & Family Office to support clients.
  • •Deepen existing relationships, identify new opportunities, and help attract new clients and assets.
  • •Contribute as a senior member to shape the advisory approach and strengthen the client experience.

Key Requirements

  • •Extensive experience in investment advisory or portfolio management with sophisticated clients.
  • •Broad expertise in financial markets, asset allocation, investment instruments, and funds.
  • •Ability to translate complex market developments and strategies into clear, actionable client advice.
  • •Strong knowledge of investment advisory regulations.
  • •Fluency in Swedish and English, with relevant SwedSec licence(s), plus an academic degree in business administration, economics, or similar.
Education:Bachelor's
Skills:CommunicationCollaborativeSolution-orientedStrategic asset allocationClient relationship buildingCommercial judgement
Licenses:SwedSec
Languages:SwedishEnglish

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