Insurance & Investment Specialist, Privatebanking - Malmö

Insurance & Investment Specialist, Privatebanking - Malmö

Arbetsbeskrivning

Nordea is a leading Nordic universal bank. We are helping our customers realise their dreams and aspirations – and we have done that for 200 years. We want to make a real difference for our customers and the communities where we operate – by being a strong and personal financial partner.

Job ID: 12588 

Would you like to be part of a passionate team in a changing company with big ambitions? We are now looking for Insurance and Investment Specialist Privatebanking to join our team in Malmö.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That’s why we’re deeply committed to providing the financial solutions of tomorrow to our customers. We’re creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you’ll be in good company with a chance to make your mark on something bigger.  


About this opportunity
As an Insurance and Investment Specialist Privatebanking, you play an important role in meeting customer needs by offering the best insurance and placement solutions.  

What you’ll be doing:
* Review the costumers agreed pension plan
* Analyse customer demand needs where you provide and offer quality solutions
* Placement proposals based on customer risk profile and needs
* Be part of a business team with our Privatebankers
* Focus on optimising business results and ensuring high customer satisfaction
* Work actively to attract new customers and create new business


Who you are

Collaboration. Ownership. Passion. Courage. The four key values that guide us in being at our best and that we expect all our colleagues to be committed to.
To build a successful career with us, you’ll work well with others and always act with the customer’s needs in mind. You love learning and trying new things, and you’re excited about bringing your ideas to the table. You’re honest and dependable, willing to speak up even when it’s difficult, and committed to empowering others. You’re passionate about doing a great job.
To make an impact in the role as an Insurance and Investment Specialist Privatebanking, you are self-driven, have a positive "this will be done" attitude, and are passionate about doing business.
You have an analytical mind to create, follow and alter different strategies, first to locate the potential and then (re)formulate and deliver the right message.
We also believe that you:
* Have previous experience of insurance advisory
* Are licensed by InsureSec (or have similar diploma)
* Are licensed by SwedSec and have previous experience in giving financial advice to customers
* Understand new technology and have an agile way of working where you see change as an opportunity
* Have a relevant economic or business degree (Bachelor's / Master's)
* Continuously develop your digital competences and professional skills to give the best in class service to our partners and customers

If this sounds like you, we look forward to receive your application. Your application may be written in Swedish.


Next steps
Please submit your application no later than the 17/10/2022. For more information about the position, you are welcome to contact Fredrik Öhrn by email: fredrik.ohrn@nordea.se.
At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are. Great people often know great people – please share if you have a colleague who could be a perfect match for this job.

Sammanfattning

  • Arbetsplats: Nordea
  • 1 plats
  • Tills vidare
  • Heltid
  • Fast månads- vecko- eller timlön
  • Publicerat: 29 september 2022
  • Ansök senast: 17 oktober 2022

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