{"data":{"id":219712,"slug":"client-advisor-holistic-advice-private-4","type":"job","title":"Client Advisor Holistic Advice (Private)","description":"If you have strong self-leadership, clear business drive, and the customer's needs constantly in focus, and want to make a real difference for customers' financial health \u2013 this could be for you! In the role of Client Advisor Holistic Advice, you'll work daily, both nationally and locally, to create a secure and sustainable economy for our customers.\n\nAt Swedbank, you have the opportunity to:\nContribute as a central part of an engaged team where we work together to build long-term customer relationships through advice, sales, and involvement in the customer's finances\n\n\nMeet customers in both physical meetings at the local office and in digital advisory conversations with customers from across the country \u2013 where every meeting is characterized by attentiveness, professionalism, and high service quality\n\n\nWork proactively with Swedbank's broad product range, with a particular focus on mortgages, and guide customers toward secure and sustainable financial decisions that strengthen their long-term financial health\n\n\nEnsure that every customer meeting, regardless of channel, maintains high quality and is needs-based \u2013 with the goal of creating value, trust, and a positive customer experience in every interaction\n\n\nCollaborate closely with colleagues and specialists to find the best solutions for the customer, drive sales responsibly, and actively contribute to the office's shared goals and success\n\nFor this role, you need:\nSwedish Securities Markets Act advisor license, Mortgage license, and IDD (Insurance Distribution Directive) authorization as a foundation to provide qualified advice and ensure high regulatory compliance\n\n\nDrive and business focus with the ability to identify customer needs and transform them into sustainable financial solutions \u2013 whether the meeting takes place in person, digitally, or over the phone\n\n\nExperience conducting both physical and digital advisory meetings where you build trust, listen to the customer's situation, and guide them toward the right decision\n\n\nThe ability to work goal-oriented with sales and results, while putting customer satisfaction and long-term relationships first\n\n\nA strong team spirit where you actively contribute to the team's shared goals, share knowledge, and support colleagues daily\n\n\nAn attentive, pedagogical, and relationship-building approach that builds trust and security in all customer interactions\n\n\nA genuine desire to continuously develop, stay updated on the bank's products, market trends, and advisory methods so you can always deliver the best possible customer value\n\nWith us, you can experience:\nPersonal and professional development through self-leadership and continuous growth.\n\n\nMeaningful work that positively impacts our workplace, our customers, and society.\n\n\nAn open and collaborative culture that encourages cross-functional teamwork and provides networking opportunities.\n\n\nA supportive and inclusive environment that promotes a balanced and sustainable work-life situation, with flexible working arrangements when appropriate for the role.\n\n\nBenefits such as our employee banking product offering, pension plan, equity-based reward program Eken, and wellness contribution.\n\n\n\n\"Join our team and...\n\u2026make a real difference in people's financial future. Here you'll be part of an ambitious and engaged team driven by the same goal \u2013 to always deliver our very best for customers' financial health and long-term security.\nWith us, you'll be surrounded by colleagues who inspire, challenge, and elevate each other. We believe in high ambitions, strong self-leadership, and a constant desire to develop \u2013 both as a professional and as a person. You'll have the opportunity to grow in an environment where initiative is encouraged, goals are set high, and success is created through commitment, responsibility, and collaboration.\nAs your leader, I'll be your coach in daily work and constantly be an active part of your development journey. My principles are presence, engagement, and a clear belief that you are important. Diversity, an energizing work environment, appreciation, and a solution-oriented mindset are what I consider the success factors for a well-functioning and high-performing team.\nIf you're driven by development, enjoy taking responsibility for your own success, and want to be part of a team that strives for the highest quality in everything we do \u2013 then you'll thrive with us. Your future manager, Jonathan \u00d6hlund.\n\nWe look forward to your application by 2026-10-11.\nWork location: Stockholm V\u00e4st, Sundbyberg\nRecruiting manager: Jonathan \u00d6hlund, jonathan.ohlund@swedbank.se\n\nWe may begin the selection process during the application period and welcome your application as soon as possible.\nPlease note that background checks and drug testing may be conducted for this role if you advance in the process.\nWe have done our best to recruit and therefore ask that you do not contact job board resellers or sellers of other recruitment services.\nSwedbank is an inclusive employer and does not discriminate based on gender, age, sexual orientation or gender identity, ethnicity, religion, or disability - all are welcome.","language":"sv","is_translated":true,"title_original":"Client Advisor Holistic Advice (Private)","description_original":"Om du utifr\u00e5n ett starkt sj\u00e4lvledarskap, tydligt aff\u00e4rsdriv och kundens behov i st\u00e4ndigt fokus vill vara med och g\u00f6ra verklig skillnad f\u00f6r kunders finansiella h\u00e4lsa \u2013 d\u00e5 kan detta vara n\u00e5got f\u00f6r dig! I rollen som Client Advisor Holistic Advice f\u00e5r du varje dag, b\u00e5de nationellt och lokalt, vara med och skapa en trygg och h\u00e5llbar ekonomi f\u00f6r v\u00e5ra kunder.\n\nHos oss p\u00e5\u00a0Swedbank har du en m\u00f6jlighet att:\nBidra som en central del i ett engagerat team d\u00e4r vi tillsammans arbetar f\u00f6r att skapa l\u00e5ngsiktiga kundrelationer genom r\u00e5dgivning, f\u00f6rs\u00e4ljning och engagemang i kundens ekonomi\n\n\nM\u00f6ta kunder i b\u00e5de fysiska m\u00f6ten p\u00e5 det lokala kontoret och i digitala r\u00e5dgivningssamtal med kunder fr\u00e5n hela landet \u2013 d\u00e4r varje m\u00f6te pr\u00e4glas av lyh\u00f6rdhet, professionalism och h\u00f6g servicek\u00e4nsla\n\n\nArbeta proaktivt med Swedbanks breda produktutbud, med s\u00e4rskilt fokus p\u00e5 bol\u00e5n, och v\u00e4gleda kunder mot trygga och h\u00e5llbara finansiella beslut som st\u00e4rker deras l\u00e5ngsiktiga finansiella h\u00e4lsa\n\n\nS\u00e4kerst\u00e4lla att varje kundm\u00f6te, oavsett kanal, h\u00e5ller h\u00f6g kvalitet och \u00e4r behovsbaserat \u2013 med m\u00e5let att skapa v\u00e4rde, f\u00f6rtroende och en positiv kundupplevelse i varje kontakt\n\n\nSamarbeta n\u00e4ra kollegor och specialister f\u00f6r att hitta de b\u00e4sta l\u00f6sningarna f\u00f6r kunden, driva f\u00f6rs\u00e4ljning p\u00e5 ett ansvarsfullt s\u00e4tt samt aktivt bidra till kontorets gemensamma m\u00e5l och framg\u00e5ng \n\nI denna roll beh\u00f6ver du:\nSwedsec-r\u00e5dgivarlicens, Bol\u00e5nelicens och IDD (f\u00f6rs\u00e4kringsdistributionsr\u00e4tt) som grund f\u00f6r att kunna ge kvalificerad r\u00e5dgivning och s\u00e4kerst\u00e4lla h\u00f6g regelefterlevnad\n\n\nDriv och aff\u00e4rsfokus med f\u00f6rm\u00e5ga att identifiera kunders behov och omvandla dem till h\u00e5llbara finansiella l\u00f6sningar \u2013 oavsett om m\u00f6tet sker fysiskt, digitalt eller via telefon\n\n\nErfarenhet av att genomf\u00f6ra b\u00e5de fysiska och digitala r\u00e5dgivningsm\u00f6ten d\u00e4r du skapar f\u00f6rtroende, lyssnar in kundens situation och v\u00e4gleder till r\u00e4tt beslut\n\n\nF\u00f6rm\u00e5ga att arbeta m\u00e5linriktat med f\u00f6rs\u00e4ljning och resultat, samtidigt som du s\u00e4tter kundn\u00f6jdhet och l\u00e5ngsiktiga relationer i f\u00f6rsta rummet\n\n\nEn stark laganda d\u00e4r du aktivt bidrar till teamets gemensamma m\u00e5l, delar med dig av kunskap och st\u00f6ttar kollegor i vardagen\n\n\nEtt lyh\u00f6rt, pedagogiskt och relationsskapande arbetss\u00e4tt som bygger f\u00f6rtroende och trygghet i alla kundkontakter\n\n\nEn genuin vilja att kontinuerligt utvecklas, h\u00e5lla dig uppdaterad om bankens produkter, marknadstrender och r\u00e5dgivningsmetoder f\u00f6r att alltid kunna ge b\u00e4sta m\u00f6jliga kundv\u00e4rde\u00a0 \n\nHos oss kan du uppleva:\nPersonlig och professionell utveckling genom sj\u00e4lvledarskap och kontinuerlig utveckling.\n\n\nMeningsfullt arbete som positivt p\u00e5verkar v\u00e5r arbetsplats, v\u00e5ra kunder och samh\u00e4llet.\n\n\nEn \u00f6ppen och samarbetsinriktad kultur som uppmuntrar tv\u00e4rfunktionellt teamarbete och erbjuder n\u00e4tverksm\u00f6jligheter.\n\n\nEn st\u00f6ttande och inkluderande milj\u00f6 som fr\u00e4mjar en balanserad och h\u00e5llbar arbetslivssituation, med flexibla arbetsf\u00f6rh\u00e5llanden n\u00e4r det passar rollen.\n\n\nF\u00f6rm\u00e5ner s\u00e5som v\u00e5rt erbjudande f\u00f6r bankprodukter f\u00f6r anst\u00e4llda, tj\u00e4nstepensionsplan, aktiebaserade bel\u00f6ningsprogram Eken, och friskv\u00e5rdsbidraget.\n\n\n \n\"Bli en del av v\u00e5rt team och...\n\u2026var med och g\u00f6r verklig skillnad f\u00f6r m\u00e4nniskors ekonomiska framtid. H\u00e4r blir du en del av ett ambiti\u00f6st och engagerat team som drivs av samma m\u00e5l \u2013 att alltid leverera v\u00e5rt allra b\u00e4sta f\u00f6r kundernas ekonomiska h\u00e4lsa och l\u00e5ngsiktiga trygghet.\nHos oss omges du av kollegor som inspirerar, utmanar och lyfter varandra. Vi tror p\u00e5 h\u00f6ga ambitioner, starkt sj\u00e4lvledarskap och en st\u00e4ndig vilja att utvecklas \u2013 b\u00e5de som yrkesperson och individ. Du f\u00e5r m\u00f6jlighet att v\u00e4xa i en milj\u00f6 d\u00e4r initiativ uppmuntras, m\u00e5l s\u00e4tts h\u00f6gt och framg\u00e5ng skapas genom engagemang, ansvarstagande och samarbete.\nSom din ledare kommer jag agera din coach i vardagen och st\u00e4ndigt vara en aktiv del av din utvecklingsresa. Mina ledord \u00e4r n\u00e4rvaro, engagemang och en tydlig inst\u00e4llning om att just du \u00e4r viktig. M\u00e5ngfald, energigivande arbetsmilj\u00f6, uppskattning och ett l\u00f6sningsorienterat mindset anser jag \u00e4r framg\u00e5ngsfaktorerna till ett v\u00e4lfungerande och h\u00f6gpresterande team. \nOm du drivs av utveckling, gillar att ta ansvar f\u00f6r din egen framg\u00e5ng och vill vara en del av ett team som str\u00e4var efter h\u00f6gsta kvalitet i allt vi g\u00f6r \u2013 d\u00e5 kommer du att trivas hos oss. Din framtida chef, Jonathan \u00d6hlund.\n\nVi ser fram emot din ans\u00f6kan senast den 2026-10-11.\u00a0\nPlaceringsort:\u00a0Stockholm V\u00e4st, Sundbyberg\nRekryterande chef:\u00a0Jonathan \u00d6hlund, jonathan.ohlund@swedbank.se\n\nVi kan komma att p\u00e5b\u00f6rja urvalet under ans\u00f6kningstiden och v\u00e4lkomnar din ans\u00f6kan s\u00e5 snart som m\u00f6jligt.\nVi vill g\u00f6ra dig uppm\u00e4rksam p\u00e5 att bakgrundskontroll och drogtest kan komma att genomf\u00f6ras f\u00f6r denna roll om du g\u00e5r vidare i processen.\nVi har gjort v\u00e5rt medieval f\u00f6r rekrytering och undanber oss d\u00e4rf\u00f6r kontakt med annonss\u00e4ljare eller s\u00e4ljare av andra rekryteringstj\u00e4nster.\nSwedbank \u00e4r en inkluderande arbetsgivare och diskriminerar ingen utifr\u00e5n k\u00f6n, \u00e5lder, sexuell l\u00e4ggning eller sexuell identitet, etnicitet, religion eller funktionsneds\u00e4ttning - alla \u00e4r v\u00e4lkomna.","price":null,"currency":"SEK","status":"active","noindex":true,"location":{"address":"Landsv\u00e4gen 40","full_address":null,"city":"Sundbyberg","country":"SE","latitude":59.359019783386,"longitude":17.97455201234},"metadata":{"region":"Stockholms l\u00e4n","duration":"Tills vidare","employer":"Swedbank AB","postcode":"17263","positions":1,"profession":"Privatekonomisk r\u00e5dgivare","salary_type":"Fast m\u00e5nads- vecko- eller timl\u00f6n","employer_url":"https:\/\/jobs.swedbank.com","scope_of_work":"100\u2013100 %","working_hours":"Heltid","employment_type":"full_time","occupation_field":"Administration, ekonomi, juridik","employer_workplace":"Swedbank","experience_required":true,"employment_type_label":"Vanlig anst\u00e4llning"},"user_id":null,"is_sponsored":false,"views_count":0,"ai_views_count":3,"bot_views_count":3,"ai_vendor_counts":{"openai":1,"anthropic":2},"visibility":"public","submission_source":null,"submission_ai_name":null,"has_owner_email":true,"can_contact_owner":true,"phone":null,"owner_email":"jonathan.ohlund@swedbank.se","images":[],"published_at":"2026-09-17T14:34:36+00:00","expires_at":"2026-10-11T23:59:59+00:00","created_at":"2026-09-18T04:16:29+00:00","updated_at":"2026-09-20T04:04:06+00:00"}}