Senior Client Advisor, Wealth Management – Sweden

JPMorgan Chase & Co.; Stockholms kommun; On-site; SEK 800,000 - 1,200,000; Full time

Job summary

A leading global financial services firm is seeking a Client Advisor, Vice President, to drive client acquisition and retention in Sweden. The ideal candidate will have significant experience in Private Banking, advising ultra high net worth clients, and a proven track record in business development. Responsibilities include generating business results, providing tailored financial advice, and ensuring exceptional client experiences. You will collaborate with internal specialists to deliver comprehensive wealth management solutions.

Qualifications

• Significant experience in Private Banking with ultra high net worth individuals.
• Previous business development experience with negotiation skills.
• Strong organizational skills with a disciplined approach.

Responsibilities

• Generate business results through client acquisition.
• Advise clients on their balance sheet and asset allocation.
• Partner with specialists to provide interdisciplinary expertise.

Skills

Private Banking experience

Business development

Presentation skills

Organizational skills

Understanding of investments

Established network

Job description

A leading global financial services firm is seeking a Client Advisor, Vice President, to drive client acquisition and retention in Sweden. The ideal candidate will have significant experience in Private Banking, advising ultra high net worth clients, and a proven track record in business development. Responsibilities include generating business results, providing tailored financial advice, and ensuring exceptional client experiences. You will collaborate with internal specialists to deliver comprehensive wealth management solutions.