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Relationship Manager – Private Wealth Management, Family Office
SEBRelationship Manager handling client acquisition for Private Wealth Management at SEB. Focused on lead generation and professional client engagement in a hybrid work environment.
About the role
Key responsibilities & impact- Handle incoming inquiries and make the first contact with potential clients
- Scan news flows and external sources daily to identify new potential leads for you or other team members to contact
- Carry out a simplified initial client and needs analysis to assess relevance and next steps
- Route prospects to the responsible SRM or CEX, with a clear summary and structure in the handover
- Ensure that presentation and introductory material is up to date and adapted for initial dialogues
Requirements
What you’ll need- You have high integrity and sound judgment, and you thrive in an environment where discretion, quality, and collaboration are essential.
- You are structured, thorough, and enjoy handling many parallel cases
- You find it easy to make first contact and establish professional trust early
- You have a strong appetite for business and well-developed self-leadership
- You are analytical and confident in making quick, well-founded assessments
- You are service- and business-oriented, with an understanding of the full client journey
- You communicate clearly and professionally, both verbally and in writing.
Benefits
Comp & perks- Entrepreneurial Scandinavian environment
- Hybrid work model, meaning remote work is possible up to 2 days/week
- International opportunities and working environment
- Attractive compensation and access to SEB staff banking with exclusive benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
integritysound judgmentdiscretioncollaborationstructuredthoroughself-leadershipanalyticalservice-orientedbusiness-oriented