Senior Wealth Planner

Website SEB Private Wealth Management & Family Office

SEB is a leading northern European financial services group with a strong belief that entrepreneurial minds and innovative companies are key in creating a better world.

What You Will Be Doing:

  • At our Private Wealth Management & Family Office division, we look after all aspects of our client’s banking needs, including the family and business finances, from daily transactions to long-term investments.
  • We are all about long-term relationships, personal advisory, and understanding our client’s complete financial situation.
  • We have the experience, breadth, and expertise to assist them in both large and small.
  • We are now looking for a Senior Wealth Planner for a newly established position in our Norwegian franchise.
  • SEB’s Wealth Planners are highly qualified tax and legal experts who act as a sounding board to our clients, providing information on tax and other legal matters.
  • As a Senior Wealth Planner, you are often involved in discussions with prospective clients and work closely with our client acquisition process.
  • The position requires extensive client contact and traveling from time to time to meet clients/prospects.

Who We Are Looking For:

  • As a Senior Wealth Planner, you need to have excellent knowledge and experience of Norwegian tax legislation and practices, with a particular focus on investments, closely held companies and foundations.
  • Cross-border taxation expertise is seen as an advantage.
  • You have a minimum of five years working experience with a law firm, accounting firm or bank as a specialist advising HNW clients on tax related matters.
  • You hold a master’s degree in law, preferably with a specialization in Tax.
  • You are business-oriented with an entrepreneurial spirit, have good knowledge of financial markets and investments, and enjoy the challenges of an expansive Nordic environment.
  • As a Wealth Planner at SEB, you must therefore have a very strong customer relationship- and business focus.
  • We appreciate that you can master complex situations and challenges.
  • You are proactive, structured, and solution oriented.
  • You enjoy challenges, take responsibility for your own development and are used to work independently, but see collaboration, within Norway as well as within the division globally, as a prerequisite for your success.
  • Experience from a Private Banking environment and/or having worked with Private Banking clients or tasks is considered an advantage.
  • Fluency in Norwegian and English is a requirement.

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