Sweden Finance Expert

2 weeks ago


Dublin, Dublin City, Ireland beBeeInvestmentCounsellor Full time €100,000 - €152,500

Job Overview:

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As a seasoned finance professional, you will have the opportunity to work with high-net-worth clients in Sweden, understanding their needs and educating them on portfolio changes. This role is focused on managing relationships with clients from our office in Dublin.

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Responsibilities:

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  • Build long-standing relationships with clients, ensuring they receive exceptional service">
  • Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy">
  • Gain advanced finance and capital markets education through our training program">
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Requirements:

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We are seeking candidates with:

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Key Skills:

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  • 2+ years' experience working with private clients within the banking/wealth management industry">
  • A sound knowledge of financial concepts, markets, current events, and the market">
  • Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)">
  • The ability to connect with and educate various audiences">
  • Maintain a positive personality and empathise with clients in good times and bad">
  • MiFID certification, training, or equivalent">
  • CFA or similar education is beneficial">
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Benefits:

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We offer an array of benefits, including:

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Employee Benefits:

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  • 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents">
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, 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, hormonal health, and family-forming benefit">
  • A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of 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">
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Work Environment:

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This is an in-office role, based on your performance eligibility, you may have the opportunity to participate in our hybrid work-from-home program.

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