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Investment Specialist

  • Application Deadline: Feb. 18, 2025
  • Luxembourg
  • On-site
  • Application Deadline: Feb. 18, 2025
  • Luxembourg
  • On-site

We have an exciting opportunity within our Private Banking team in the Luxembourg Branch.

Handelsbanken Luxembourg Branch started its activities in 1978 and is part of Handelsbanken Global Banking. We support the Bank’s customers in the focus markets (mainly Sweden and Norway) with their international business. The Branch core business is Private Banking (Discretionary and Investment Service/ Execution Only services) and mortgage lending in Spain, Portugal and France.

We are looking for an Investment Specialist who will work in the Investment Service (Execution Only) team and who is passionate about building lasting and sustainable business with new and existing clients. This position will report in to the Deputy Head of Private Banking.

The main responsibilities will be the following:

  • Responsible for the overall client experience
  • Manage client portfolios and interact directly with customers
  • Build and maintain the business through positive relationships with the clients
  • Manage client orders
  • Adherence to all regulatory processes and procedures with a clear respect for and attention to detail
  • Participate in and take the lead on internal projects
  • Collaborate with the mortgage team
  • Represent the Luxembourg Branch and the Private Banking offering within the focus market branch network and externally to the Bank, including our core markets.

Development Potential

This position offers a fantastic opportunity to learn more about the entire Private Banking experience in Handelsbanken from the ground up, as well as develop in an international environment and build-up a strong network of contacts. The successful applicant will be expected to contribute to the success of the overall objectives of the Luxembourg Branch through their work.

Skills & Requirements

The Ideal Candidate

The ideal candidate is required to have a broad knowledge and experience of dealing with clients in an efficient and positive manner, and to be fluent in English and Swedish or Norwegian. As a trusted partner, the role will require regular contact and interaction with the branches of Handelsbanken in other countries as well as the ability to interact with clients.

The chosen candidate will meet the following requirements:

  • Proven experience of Investment Services in a home market
  • A keen interest in learning about all aspects of the Private Banking offering in Luxembourg
  • Broad experience of client interaction
  • A proven track record of business development
  • Basic knowledge of insurance wrappers in an international environment
  • Swedsec or equivalent certificate
  • Knowledge of the market and products available to our customers
  • Strong problem solving and analytical skills
  • Desire to support and contribute to the development of the team around them
  • Excellent communication skills in English and Swedish/Norwegian
  • Organisation skills
  • Ability to work both independently and in a team in a multi-cultural environment
  • Takes responsibility for own development and on the job learning

Work with great people

Javier
Deputy Head of European Mortgage Banking
"The best thing about working for Handelsbanken is its culture. It’s a unique combination of autonomy, growth opportunities, positive and collaborative work culture with a really strong customer focus"
Maria
Middle Office Department
"It's the people. The first moment on I felt very welcomed and warmly taken in. We have an open and supportive environment - people are respected and given opportunities to grow in their roles"
Lovisa
Financial Crime Prevention
"I’m proud to say I work at Handelsbanken. The company culture truly provides me opportunities to diversify my skill set and let me grow"
Elie
Payments Specialist
"Working at Handelsbanken has been a great experience, the bank has a prevailing culture of inclusion, recognition, open-door and wellbeing. Long may it continue!"

About the company

You are given great personal responsibility and the possibility to influence your own and the Bank’s future development. Our various perspectives, insights and innovative ideas are the foundation for how we continue to build the Bank for the future. For us, continual progress is everything, and when you evolve, so does the Bank.

Our idea of running a bank is based on trust and respect for the individual. Our values and strong corporate culture are vital to our success and guide us in how we achieve our goals, co-operate, and support each other. Through a strong local presence, a decentralised way of working, and a long-term perspective, we create sustainable relationships that last through all the stages of life. To us at Handelsbanken, everyone is important. We come from different places with different backgrounds, experience and education. Together, we are Handelsbanken.


hiddenMore about Handelsbanken

TOMFormed in 1871

TOMOne of the world’s strongest banks

TOMAll business starts with the customer

TOMDecentralised working method based on trust in and respect for the individual

TOMNationwide branch network in our home markets

TOMHigh ambitions regarding sustainability

Meetings between peopleWe work together towards shared goals, show consideration, and are committed to long-term personal relationships with our customers.

TOMThe Group has just over 12,000 employees. 44% of all managers are women

TOMHigher profitability than the average of peer banks

Joanne Mackie | Contact Person

I'm interested
Svenska Handelsbanken AB

Luxembourg | On-site
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