{"data":{"id":171783,"slug":"wealth-advisorwealth-manager","type":"job","title":"Wealth Advisor \/ Wealth Manager","description":"Are you a relationship-building advisor driven by developing long-term client relationships and generating business through genuine engagement? Do you thrive in an environment where initiative, results, and entrepreneurship are valued and rewarded?\n\nWe continuously work with several of the market's most interesting players in banking, finance, and insurance, and are therefore actively seeking experienced Wealth Advisors and Wealth Managers for upcoming opportunities. Whether you are open for your next step now or further down the road, we would like to get in touch with you.\n\nThe Role of Wealth Advisor \/ Wealth Manager\n\nAs a Wealth Advisor or Wealth Manager, you are responsible for building, developing, and managing long-term client relationships. The role suits you if you are accustomed to working proactively with prospecting and new client acquisition while delivering qualified advice based on clients' financial needs and goals.\n\nDepending on the assignment and employer, the role may involve responsibility for both private individuals and entrepreneurs, business owners, and high-net-worth clients.\n\nExample Responsibilities\n\nProspect and attract new clients through active and structured sales efforts\n\nBuild and develop your own client base\n\nConduct needs analyses and provide qualified investment advice\n\nWork with savings, investments, pension solutions, and insurance-related matters\n\nIdentify business opportunities and develop existing client relationships\n\nStay updated on market developments, regulations, and investment solutions\n\nPresent and implement new investment products based on client needs\n\nCollaborate with internal specialists to create the best possible client solution\n\nYour Background, Experience, and Competence\n\nWe are looking for someone with experience in financial advisory, Private Banking, Wealth Management, or related roles in banking and finance.\n\nTo succeed in the role, we believe you:\n\nHave experience building and developing client relationships through your own prospecting\n\nHave a documented ability to generate business and develop a client portfolio\n\nHold a SwedSec license for investment advice\n\nPreferably hold an InsureSec license\n\nHave a good understanding of savings, investments, and financial markets\n\nHave a genuine interest in new investment and placement products\n\nCommunicate fluently in Swedish and English\n\nAs a person, you are business-minded, self-driven, and unpretentious. You are motivated by the opportunity to influence your own success and thrive in a performance-oriented environment where commitment, initiative, and strong results are recognized and rewarded.\n\nWhat We Offer\n\nOpportunity to work with well-established players in banking, finance, and insurance\n\nA role with significant personal responsibility and the opportunity to influence your development\n\nA professional network of specialists and decision-makers in the industry\n\nGood opportunities for career development\n\nAn environment where business acumen, customer focus, and results are highly valued\n\nGood to Know\n\nThis is a proactive job posting where we are seeking candidates for future and ongoing recruitment assignments with our clients in banking, finance, and insurance. Placement, employment type, and other terms vary depending on the assignment.\n\nApplication\n\nApply by clicking the \"Apply Now\" button, upload your CV, and answer a few questions. We do not require a cover letter. We review all applications on an ongoing basis and encourage you to apply as soon as possible. Due to GDPR, we cannot accept applications via email.\n\nFor questions about the position, you are welcome to contact the responsible recruitment consultant Emelie Nordblad at phone: 0760026961 or alternatively via email emelie.nordblad@jurek.se.\n\nJurek is a specialized recruitment and staffing partner that helps companies find the right expertise within Finance, Legal & Compliance, Banking & Insurance, HR, and Business support. Our experienced team combines industry knowledge with a strong network to create accurate and sustainable matches. We work long-term, personally, and with high quality to create the best possible experience for both clients and candidates.","language":"sv","is_translated":true,"title_original":"Wealth Advisor\/Wealth Manager","description_original":"\u00c4r du en relationsskapande r\u00e5dgivare som drivs av att bygga l\u00e5ngsiktiga kundrelationer och skapa aff\u00e4rer genom eget engagemang? Trivs du i en milj\u00f6 d\u00e4r initiativf\u00f6rm\u00e5ga, resultat och entrepren\u00f6rskap v\u00e4rdes\u00e4tts och bel\u00f6nas?\nVi arbetar l\u00f6pande med flera av marknadens mest intressanta akt\u00f6rer inom bank, finans och f\u00f6rs\u00e4kring och s\u00f6ker d\u00e4rf\u00f6r proaktivt efter erfarna Wealth Advisors och Wealth Managers f\u00f6r kommande m\u00f6jligheter. Oavsett om du \u00e4r \u00f6ppen f\u00f6r n\u00e4sta steg nu eller l\u00e4ngre fram vill vi g\u00e4rna komma i kontakt med dig.\nRollen som Wealth Advisor \/ Wealth Manager\nSom Wealth Advisor eller Wealth Manager ansvarar du f\u00f6r att bygga, utveckla och f\u00f6rvalta l\u00e5ngsiktiga kundrelationer. Rollen passar dig som \u00e4r van att arbeta proaktivt med prospektering och nykundsbearbetning samtidigt som du levererar kvalificerad r\u00e5dgivning utifr\u00e5n kundernas finansiella behov och m\u00e5l.\nBeroende p\u00e5 uppdrag och arbetsgivare kan rollen inneb\u00e4ra ansvar f\u00f6r s\u00e5v\u00e4l privatpersoner som entrepren\u00f6rer, f\u00f6retags\u00e4gare och f\u00f6rm\u00f6gna kunder.\nExempel p\u00e5 arbetsuppgifter\nProspektera och attrahera nya kunder genom ett aktivt och strukturerat s\u00e4ljarbete\n\n\nBygga och utveckla en egen kundstock\n\n\nGenomf\u00f6ra behovsanalyser och ge kvalificerad investeringsr\u00e5dgivning\n\n\nArbeta med sparande, investeringar, pensionsl\u00f6sningar och f\u00f6rs\u00e4kringsrelaterade fr\u00e5gor\n\n\nIdentifiera aff\u00e4rsm\u00f6jligheter och utveckla befintliga kundrelationer\n\n\nH\u00e5lla dig uppdaterad kring marknadsutveckling, regelverk och investeringsl\u00f6sningar\n\n\nPresentera och implementera nya placeringsprodukter utifr\u00e5n kundernas behov\n\n\nSamarbeta med interna specialister f\u00f6r att skapa b\u00e4sta m\u00f6jliga kundl\u00f6sning\n\nDin bakgrund, erfarenhet och kompetens\nVi s\u00f6ker dig som har erfarenhet fr\u00e5n finansiell r\u00e5dgivning, Private Banking, Wealth Management eller n\u00e4rliggande roller inom bank och finans.\nF\u00f6r att lyckas i rollen tror vi att du:\n\nHar erfarenhet av att bygga och utveckla kundrelationer genom egen prospektering\n\n\nHar dokumenterad f\u00f6rm\u00e5ga att skapa aff\u00e4rer och utveckla en kundportf\u00f6lj\n\n\nInnehar SwedSec-licens f\u00f6r investeringsr\u00e5dgivning\n\n\nG\u00e4rna innehar InsureSec-licens\n\n\nHar god f\u00f6rst\u00e5else f\u00f6r sparande, investeringar och finansiella marknader\n\n\nHar ett genuint intresse f\u00f6r nya investerings- och placeringsprodukter\n\n\nKommunicerar obehindrat p\u00e5 svenska och engelska\n\n\nSom person \u00e4r du aff\u00e4rsdriven, sj\u00e4lvg\u00e5ende och prestigel\u00f6s. Du motiveras av m\u00f6jligheten att p\u00e5verka din egen framg\u00e5ng och trivs i en prestationsorienterad milj\u00f6 d\u00e4r engagemang, initiativf\u00f6rm\u00e5ga och goda resultat uppm\u00e4rksammas och premieras.\nDu erbjuds\nM\u00f6jlighet att arbeta hos v\u00e4lrenommerade akt\u00f6rer inom bank, finans och f\u00f6rs\u00e4kring\n\n\nEn roll med stort eget ansvar och m\u00f6jlighet att p\u00e5verka din utveckling\n\n\nEtt professionellt n\u00e4tverk av specialister och beslutsfattare inom branschen\n\n\nGoda m\u00f6jligheter till karri\u00e4rutveckling\n\n\nEn milj\u00f6 d\u00e4r aff\u00e4rsm\u00e4ssighet, kundfokus och resultat v\u00e4rdes\u00e4tts h\u00f6gt\n\nBra att veta\nDetta \u00e4r en proaktiv annons d\u00e4r vi s\u00f6ker kandidater f\u00f6r framtida och p\u00e5g\u00e5ende rekryteringsuppdrag hos v\u00e5ra kunder inom bank, finans och f\u00f6rs\u00e4kring. Placering, anst\u00e4llningsform och \u00f6vriga villkor varierar beroende p\u00e5 uppdrag. \nAns\u00f6kan\nAns\u00f6k genom att klicka p\u00e5 \u201cAns\u00f6k nu\u201d-knappen, ladda upp ditt CV och svara p\u00e5 n\u00e5gra fr\u00e5gor. Vi vill inte ha n\u00e5got personligt brev. Vi g\u00e5r l\u00f6pande genom alla ans\u00f6kningar och vi uppmuntrar dig att ans\u00f6ka s\u00e5 snart som m\u00f6jligt. P\u00e5 grund av GDPR kan vi inte ta emot ans\u00f6kningar via e-post.\nF\u00f6r fr\u00e5gor om tj\u00e4nsten \u00e4r du varmt v\u00e4lkommen att kontakta ansvarig rekryteringskonsult Emelie Nordblad p\u00e5 telefon: 0760026961 eller alternativt via email emelie.nordblad@jurek.se.\u00a0\n\nJurek \u00e4r en specialiserad partner inom rekrytering och konsultuthyrning som hj\u00e4lper f\u00f6retag att hitta r\u00e4tt kompetens inom Finance, Legal & Compliance, Banking & Insurance, HR\u00a0och\u00a0Business support. V\u00e5rt erfarna team kombinerar branschkunskap med ett starkt n\u00e4tverk f\u00f6r att skapa tr\u00e4ffs\u00e4kra och h\u00e5llbara matchningar. Vi arbetar l\u00e5ngsiktigt, personligt och med h\u00f6g kvalitet, f\u00f6r att skapa b\u00e4sta m\u00f6jliga upplevelse f\u00f6r b\u00e5de kunder och kandidater.","price":null,"currency":"SEK","status":"active","noindex":true,"location":{"address":"Masthamnsgatan 1","full_address":null,"city":"G\u00f6teborg","country":"SE","latitude":57.700751952839,"longitude":11.950423786495},"metadata":{"region":"V\u00e4stra G\u00f6talands l\u00e4n","duration":"Tills vidare","employer":"Jurek Recruitment & Consulting AB","postcode":"41329","positions":1,"profession":"Placeringsr\u00e5dgivare","salary_type":"Fast och r\u00f6rlig l\u00f6n","employer_url":"https:\/\/jobb.jurek.se","scope_of_work":"100\u2013100 %","working_hours":"Heltid","employment_type":"full_time","occupation_field":"Administration, ekonomi, juridik","employer_workplace":"Jurek","translation_status":"done","experience_required":true,"employment_type_label":"Vanlig anst\u00e4llning"},"user_id":null,"is_sponsored":false,"views_count":0,"ai_views_count":3,"ai_vendor_counts":{"meta":1,"anthropic":2},"visibility":"public","submission_source":null,"submission_ai_name":null,"has_owner_email":true,"can_contact_owner":true,"phone":"0760026961","owner_email":"emelie.nordblad@jurek.se","images":[],"published_at":"2026-08-25T11:38:20+00:00","expires_at":"2027-02-21T23:59:59+00:00","created_at":"2026-08-26T03:19:59+00:00","updated_at":"2026-08-26T04:00:28+00:00"}}