Privat rådgivare

SEB
Sweden
Workplace: HybridFull timeFunction: Communications, PR & CommunitySkills: []

Provide holistic private banking advisory in mortgages, savings, and insurance to customers at SEB, predominantly through digital meetings with some in-person engagements. Build lasting relationships, drive customer value, and identify opportunities to grow the business while ensuring high customer satisfaction.

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FursaFursa
SEB
SEB
3 months ago

Privat rådgivare

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Provide holistic private banking advisory in mortgages, savings, and insurance to customers at SEB, predominantly through digital meetings with some in-person engagements. Build lasting relationships, drive customer value, and identify opportunities to grow the business while ensuring high customer satisfaction.
Location: Sweden
Workplace: Hybrid
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Provide holistic advisory on mortgages, savings, and insurances during booked meetings.
  • •Create business opportunities by addressing customer needs and ensuring high customer satisfaction.
  • •Lead both physical and digital customer meetings with confidence.
  • •Build and maintain long-term customer relationships across the Ängelholm area.
  • •Utilize digital tools to support advisory activities and meeting workflows.

Key Requirements

  • •Experience in a similar advisory role with demonstrated ability to use digital tools.
  • •Valid Swedsec license and mortgage license.
  • •Strong commitment to creating value and building long-term customer relationships.
Licenses:SwedsecBolånelicens
Certifications:Swedsec LicenseMortgage License
Languages:Swedish
Tech Stack:Digital tools

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