Swedish Investment Expert

2 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000
Investment Counsellor Role

We are seeking an experienced Swedish-speaking investment professional to manage relationships with high-net-worth clients in Sweden.

The successful candidate will be responsible for building and maintaining strong client relationships, understanding their needs, and educating them on portfolio changes.

  • Build and maintain relationships with clients in Sweden.
  • Manage a book of high-net-worth relationships with significant assets.
  • Communicate effectively with clients, colleagues, and service teams.
  • Proactively update clients on portfolio changes, financial markets, and our current market strategy and investment philosophy.

To succeed in this role, you will need at least 2 years of experience in private banking or wealth management, sound knowledge of financial concepts, and native Swedish language skills.

Key Qualifications:
  • At least 2 years of experience in private banking or wealth management.
  • Solid knowledge of financial markets and current events.
  • Native Swedish language skills and fluent English language skills.
  • Ability to connect with and educate various audiences.
  • Positive personality and ability to empathise with clients in good times and bad.
  • MiFID certification, training, or equivalent.
Your Benefits:
  • 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their dependents.
  • 28 days annual leave, plus up to 11 paid holidays.
  • Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees.
  • $10,000 fertility benefit.
  • Retirement pension plan featuring a 9% company pension contribution of your base pay.
  • Monthly gym subsidy of up to $50 per month.
  • Employee Assistance Program and other emotional wellbeing services.
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

This is an in-office role based in Dublin, Ireland. We offer a hybrid work-from-home programme subject to change.

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