This opportunity offers a dynamic client-facing sales role focused on engaging high-net-worth individuals and building long-term investment relationships. The position combines business development, financial discussions, and relationship management within an international environment.
About the company
Our client is an international investment management firm dedicated to helping private clients achieve long-term financial goals through personalized portfolio management and a client-first service approach. The organization operates globally and focuses on transparent investment strategies, long-term relationships, and tailored financial guidance for high-net-worth individuals.
What will you do?
Follow up on company-provided leads by calling prospective high-net-worth clients, setting appointments, and conducting meetings.
Educate prospective clients on the investment landscape and the firm’s portfolio management services.
Conduct detailed phone meetings to understand clients’ financial situations and investment needs.
Gather suitability information and documentation for further analysis by internal advisory teams.
Explain client agreements, including terms, conditions, and fee structures.
Work closely with internal investment professionals to initiate and develop new client relationships.
Travel when required to meet prospective clients and support relationship development.
Requirements
University degree or equivalent combination of education and professional experience.
Strong integrity and professional reputation suitable for a client-facing financial role.
Excellent communication, listening, and questioning skills.
Demonstrated work ethic with a goal-oriented and results-driven mindset.
Strong understanding of investment services, financial concepts, and client relationship management.
Fluency in Swedish and professional proficiency in English.
What you’re offered
Comprehensive healthcare and dental coverage for employees and eligible dependents.
Generous annual leave with the option to purchase additional days.
Enhanced maternity support and family-forming benefits.
Retirement pension plan with strong company contribution.
Monthly gym subsidy and wellbeing support programs.
Employee assistance services and wellbeing initiatives.
Collaborative working environment with continuous training and professional development opportunities.
This role offers the chance to build meaningful relationships with high-net-worth clients while developing expertise in financial services and investment advisory. It is an excellent opportunity for ambitious professionals seeking growth in an international and performance-driven environment.
