Client Executive at SEB Private Wealth & Family Office
Stockholm
Private Wealth Management & Family Office – International Private Wealth Management & Family Office /
Client Relations /
Hybrid
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 redefine private banking and be the leading wealth accumulator with the most powerful network community in Northern Europe. As a Client Executive you have a key role in this proposition.
Do you feel inspired to meet the needs of clients within our ultra-high net worth individual segment, the client segment we call Private Capital? These clients require best-in-class service and often highly complex financing or investment solutions;the wealth is often placed in multi company structure. In this client category there is a,growing interest and commitment to matters related to sustainability, philanthropy as well as impact and legacy areas. We take pride in and position ourselves to be a relevant partner for our clients.
About the role
The Client Executive (CE) has a key role in contributing to SEB’s overall purpose, PWM&FO’s vision and business goals and serves as a true partner to our clients by helping them achieve their ambitions and dreams – today and for generations to come. It’s about building and strengthening relationships with clients, partners and colleagues, nurturing trust, and delivering best-in-class, tailor-made solutions to our clients. The Client Executive also contributes to building attraction to SEB and our brand with the ambition to acquire clients.
As a Client Executive, you are responsible for the client relationship and specifically in charge of the strategic management of the client’s total wealth. You act proactively to meet and anticipate the client’s long-term needs. The Client Executive is expected to create a strategic plan for the clients, based on their needs, situation, goals, and ambitions. While executing this plan the Client Executive is responsible for introducing the right experts in all relevant parts of the bank and coordinating the client team around the client. The main ambition is to always aim for excellent client satisfaction.
A major focus will also be on growth and to increase the portfolio of clients and share-of wallet. To succeed in doing so, you are a social and outgoing person with a genuine interest in prospecting and meeting potential new clients. You like to participate in, as well as drive and develop relevant networks to acquire new clients.
We would like you to have experience of working with the Private Banking business. You need to have a high energy level and the ability to drive a robust growth agenda as well as developing and implementing new ways of working in alignment with the set strategy. Housing order and good structure are obviously key, and you have a high sense of quality in all parts.
To thrive in this role, we believe you have
- Strong communication skills
- Strong problem-solving capacity
- Genuine interest in financial markets
- Ability to practice a strategic and holistic perspective when guiding the clients
- Strong empathic listening and extensive knowledge about customers’ needs
- You are a team player with strong internal networking and coordination skills
- Proven track-record of establishing a strong network with demanding clients and stakeholders
- Preferred: Academic degree in business, engineering or equivalent
What we offer
You will be part of an experienced and ambitious team in a high pace environment where you will have a broad network and exposure in the PWM&FO division as well as other parts of SEB.
Ready to take the next step on your career journey?
Welcome to our inclusive culture, where our shared values inspire and uplift our team. We celebrate diversity and strive to ensure every employee feels seen, heard, and valued.
Attach your CV and a personal letter describing yourself and how you can contribute. Since we select candidates continuously, feel free to send in your application today, but no later than 2024-06-06. Should you have questions about the position, please feel free to contact Jens Nilsson, Head of Private Capital jens.nilsson@seb.se
