Senior Wealth Planner, SEB Private Wealth Management & Family Office
Oslo
Private Wealth Management & Family Office – International Private Wealth Management & Family Office /
Private Wealth Management & Family Office /
On-site
The SEB Private Wealth Management & Family Office (PWM&FO) division offers comprehensive banking services, access to capital markets, financing solutions and individually tailored advisory services. As part of the new strategy for PWM&FO we aim to become the leading wealth accumulator in our core markets and that requires a state-of-the-art core banking offering and financial infrastructure. To deliver holistic and robust advice, the wealth planner plays a pivotal role in supporting with unbiased advice.
Wealth Planning is an essential part of our offering, delivering holistic advice towards private individuals and their different kind of ownership structures. The purpose of this work is to, together with the Client team, ensure that our clients receive the advice and information they need about different solutions regarding efficient way of structuring the wealth.
What you will be doing
At our Private Wealth Management & Family Office division, we look after all aspects of our clients’ banking needs, including the family and business finances, from daily transactions to long-term investments. We are all about long-term relationships, personal advisory, and understanding our clients’ complete financial situation. We have the experience, breadth, and expertise to assist them in both large and small.
We are now looking for a Senior Wealth Planner to a newly established position in our Norwegian franchise. SEB’s Wealth Planners are highly qualified tax and legal experts that act as a sounding board to our clients, providing information on tax and other legal matters.
As a Senior Wealth Planner, you are often involved in discussions with prospective clients and work closely with our client acquisition process. The position requires extensive client contact and travelling from time to time to meet clients/prospects.
Who we are looking for
As a Senior Wealth Planner, you need to have excellent knowledge and experience of Norwegian tax legislation and practices, with a particular focus on investments, closely held companies and foundations. Cross-border taxation expertise is seen as an advantage.
You have a minimum of five years working experience with a law firm, accounting firm or bank as a specialist advising HNW clients on tax related matters. You hold a master’s degree in law, preferably with a specialization in Tax. You are business-oriented with an entrepreneurial spirit, have good knowledge of financial markets and investments, and enjoy the challenges of an expansive Nordic environment. As a Wealth Planner at SEB, you must therefore have a very strong customer relationship- and business focus. We appreciate that you can master complex situations and challenges.
You are proactive, structured, and solution oriented. You enjoy challenges, take responsibility for your own development and are used to work independently, but see collaboration, within Norway as well as within the division globally, as a prerequisite for your success. Experience from a Private Banking environment and/or having worked with Private Banking clients or tasks is considered an advantage. Fluency in Norwegian and English is a requirement.
Application details
Kindly provide your CV and personal letter describing how you can contribute to our team. Candidates will be reviewed on an ongoing basis. You are welcome to apply as soon as possible and no later than May 24th.
Should you have any questions regarding the position you are welcome to reach out to Tiril Lemarechal, HR Business Partner at tiril.lemarechal@seb.no.
