דרושים Ipb Client Advisor Executive Director ב-גיי פי מורגן ב-Sweden

As an Advisor Analyst Trainee in Global Private Bank, you will work with a team of bankers, investment specialists, wealth advisors, and lending specialists. The program begins with a five-week immersive global training program, in which you will join Incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. You'll have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

Job responsibilities

• Work with our team of advisors and specialists to bring in new clients and to serve existing ones
• Deliver highly customized and comprehensive solutions to help protect, manage and grow wealth
• Understand our clients’ unique needs and tailor your approach to exceed expectations requiring work across teams and the firm to provide first-class service

Required qualifications, capabilities, and skills

• An expected graduation date between December 2025 to June 2026
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, logical thinking and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Desire to ultimately work with external clients in a relationship building and sales capacity
• Ability to thrive in a fast-paced, collaborative environment
• Highly inquisitive, focused and considerate
• Good judgment and discretion when working with confidential information
• Fluency in Swedish may be required

Preferred qualifications, capabilities, and skills

• a second EU language is preferable but not essential.

2 November, 2025

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

See the Asset & Wealth Management CEO Letter .

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

• To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to. Do not use an email address with “.edu” extension as doing so could result in delays receiving updates regarding your candidacy.
• After you confirm your application, we will review it to figure out whether you meet certain required qualifications.
• If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
• HireVue is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete the required elements as soon as possible, since programs will close as positions are filled.

As an Advisor Summer Intern in the Global Private Bank, you will have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills. As a future Advisor, you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs
• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

• Expected graduation year December 2026 to June 2027
• In your penultimate year of study
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, logical thinking and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Desire to ultimately work with external clients in a relationship building and sales capacity
• Ability to thrive in a fast-paced, collaborative environment
• Highly inquisitive, focused and considerate
• Good judgment and discretion when working with confidential information

Preferred qualifications, capabilities, and skills

• Fluency in Swedish may be required
• A second EU language is preferable but not essential

Application Deadline

2 November, 2025

See the Asset & Wealth Management CEO Letter .

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

• To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to.
  • Do not use an email address with “.edu” extension as doing so could result in delays receiving updates regarding your candidacy.
• After you confirm your application, we will review it to figure out whether you meet certain required qualifications.

Job summary:

As a Client Advisor, Executive Director, UHNW Sweden within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Job responsibilities:

• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required qualifications, capabilities and skills:

• Significant experience in Private Banking working with high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network

Preferred qualifications, capabilities and skills:

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship