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Investment Advisor

2 months ago

London, Greater London, United Kingdom Euro London Appointments Full time

Are you a finance enthusiast looking to excel in client relationships and investment strategy development? Euro London Appointments is seeking a Swedish-speaking Investment Advisor to drive client growth and create tailored investment solutions.

Key Responsibilities:

  • Build and maintain strong relationships with Swedish-speaking clients, understanding their financial goals and objectives.
  • Develop and implement customized investment strategies to maximize returns while managing risk.
  • Evaluate financial risks and develop strategies to mitigate potential losses.
  • Analyse market trends and investment opportunities using advanced data analysis and Excel skills.
  • Collaborate with the sales and analytics teams to support business development and client acquisition efforts.
  • Regularly review and report on investment performance, making adjustments to strategies as needed.

Requirements:

  • Fluency in Swedish and English (both written and spoken).
  • Bachelor's degree in finance, economics, business, or a related field.
  • Relevant experience in investment advising may be considered in lieu of a degree.
  • Proven experience in investment advisory or a related financial role desirable.
  • Proficiency in Microsoft Excel and data analysis tools.
  • Familiarity with financial software and platforms is a plus.
  • Strong interpersonal skills with a knack for building rapport and trust with clients.

What We Offer:

  • Part of a forward-thinking firm that values creativity and innovation in financial solutions.
  • Access to continuous professional development and career advancement opportunities.
  • Enjoy a competitive salary with performance-based bonuses and a comprehensive benefits package.