Client Executive to Private Wealth Management & Family Office | SEB, Sweden
Shape the future of Private Wealth Management by building enduring relationships and delivering world-class tailored advice to our private wealth clients. At SEB, we empower you to drive positive change and make a real difference in their financial journeys. You’ll combine strategic advisory with commercial drive to grow client relationships, deepen share of wallet, and deliver a first-class client experience—within a highly professional, sustainability-focused environment.
Since SEB was founded in 1856, our focus on customers and long-term relationships has been at the heart of our success. We aim to drive positive change by providing capital to help everyone reach their goals and accelerate progress towards a sustainable tomorrow. As a leading financial services group in northern Europe, we'll help you grow and empower you to take on more responsibility to create a real difference. Welcome to SEB.
About the role:
As a Client Executive, you will manage existing client relationships while driving significant growth in client numbers and share of wallet. You will hold overall responsibility for the client relationship, ensuring tailored services, managing risk, and achieving exceptional client satisfaction.
Our Private Wealth service offers comprehensive advice on investments, legal and tax matters, financing, insurance, and everyday banking. By fostering long-term relationships and understanding each client's unique financial situation, you will deliver world-class, customized solutions.
You will also:
- Own and develop a portfolio of high-net-worth individuals, families, and family office-related client relationships.
- Drive growth in client numbers and share of wallet through proactive prospecting, referrals, and structured client plans.
- Deliver holistic advice across investments, financing, and everyday banking—coordinating legal, tax, and insurance specialists when needed.
- Ensure risk management, suitability, and documentation in line with SEB policies and regulatory requirements.
- Act as a trusted advisor and main point of contact, ensuring excellent service, responsiveness, and long-term satisfaction.
To thrive in this role, we believe you have:
- Proven track record in relationship-based advisory and sales towards private individuals (e.g., Private Banker, Client Advisor, Wealth Manager).
- Hands-on experience in investment advisory, including suitability assessment and portfolio construction in a regulated environment.
- Hands-on experience in financing advisory (e.g., mortgages, credit solutions) and ability to balance client needs with risk requirements.
- Valid SwedSec advisory and mortgage licenses is a must
- Strong commercial mindset: results-driven with a structured pipeline work and ability to convert prospects into clients
- Relevant academic degree (e.g., finance, economics, law) and/or additional certifications (e.g., CFA)
- Fluent in Swedish and English, with excellent communication skills and high integrity
What we offer:
- International opportunities and a collaborative working environment
- Extensive training and continuous learning opportunities
- Hybrid work model
- Opportunities to reskill and grow in different departments, or location
Do you want to be part of SEB?
It is our fundamental belief that inclusion and diversity is crucial for our future success. We strive to have an inclusive, value-driven culture where employees feel valued, respected, and involved irrespective of who they are, what they believe or where they come from.
Since we select candidates continuously, feel free to send in your application today via the link in this ad, but no later than 2026-05-17. If you have questions about the position, please contact Lili Lindborg, lili.lindborg@seb.se, note that we will not process applications via email.
Please be aware that our final candidates undergo background checks, a process that includes for example identity control, verification of qualifications, credit checks, company engagements and history of crime. In some cases, we also apply random drug checks. During employment, employees within SEB can also expect to undergo recurring background checks.
SEB Sweden has a redeployment responsibility, which means that this position might be covered by internal redeployment.
Learn more about working at SEB on our Career website or through our Career podcasts.