Investment Advisor

2 days ago

London, Greater London, United Kingdom Euro London Appointments Full time
Unlock Your Potential as a Swedish Speaking Investment Advisor

Are you passionate about finance and investments? Do you excel in building strong client relationships and crafting innovative investment strategies? We're seeking a talented Swedish speaking Investment Advisor to join our dynamic team in the heart of London.

As a key member of our team, you will play a pivotal role in driving client growth and developing tailored investment strategies. You will work closely with our successful sales and analytics team, leveraging your expertise in finance, data analysis, and Excel to provide exceptional advisory services. Your ability to build rapport with clients and understand their financial goals will be key to your success in this role.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with Swedish-speaking clients, understanding their needs and financial objectives.
  • Investment Strategy Development: Develop and implement customized investment strategies, focusing on maximizing returns while managing risk.
  • Risk Assessment and Management: Evaluate financial risks and develop strategies to mitigate potential losses.
  • Data Analysis: Utilize advanced data analysis and Excel skills to analyze market trends and investment opportunities.
  • Collaboration: Work closely with the sales and analytics teams to support business development and client acquisition efforts.
  • Performance Monitoring: 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.
  • Excellent analytical and problem-solving abilities, with a keen attention to detail.
  • Ability to work collaboratively within a team environment and support overall team goals.
Why this role?
  • Be part of a forward-thinking firm that values creativity and innovation in financial solutions.
  • Access to continuous professional development and career advancement opportunities.
  • Work in the vibrant heart of London, with easy access to cultural and professional amenities.
  • Enjoy a competitive salary with performance-based bonuses and a comprehensive benefits package.
  • Sponsorship offered to applicants from abroad.

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