Senior Wealth Planner to Private Wealth Management & Family Office | SEB, S at SEB

Stockholm, , Sweden -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

0.0

Posted On

22 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Legislation, Tax Practice, Investment Structuring, Closely Held Companies, High-Net-Worth Clients Advisory, Financial Markets Knowledge, Client Relationship Management, Complex Situation Management, Proactive, Structured, Solution-Oriented, Independent Work, Collaboration, Communication, Presentation Skills, Fluent Swedish

Industry

Financial Services

Description

SEB Private Wealth Management & Family Office (PWM&FO) offers a wide range of banking services, access to capital markets, financing solutions and individually tailored advisory services. PWM&FO strives to be the leading wealth accumulator in our core markets, which require high demands on a modern core banking offering and a robust financial infrastructure. To deliver holistic and robust advice, the wealth planner plays a pivotal role in supporting with unbiased advice. Wealth Planning is an essential part of our offering, delivering holistic advise to private individuals and their various ownership structures. The purpose of this work is to, together with the client team, ensure that our clients receive the information they need about different solutions regarding efficient way of structuring the wealth. About the role Within SEB PWM&FO, we look after all aspects of our clients’ banking needs – from everyday transactions to long-term investments – covering both the family’s and the business finances. Our focus is on long-term relationships, personal advice and a deep understanding of our clients’ overall financial situation. With our experience, breadth and specialist competence, we can assist our clients in both large and small. SEB’s Wealth Planners are highly qualified tax and legal specialists who act as sounding boards for our clients, guiding and informing both existing and prospective clients on tax and other legal matters. Success in the role requires close collaboration with client executives, specialists and the sales organization, as well as proactively providing the best possible service to both current and new clients. As a Wealth Planner, you will often be involved in dialogue with prospective clients and work closely with our sales unit. You will also regularly give presentations on current tax issues. You will work together with external advisors appointed by SEB, make referrals and build networks that benefit PWM&FO’s clients. The role also includes continuously educating and informing client executives and other colleagues about changes in tax regulations relevant to the business. The position is based in Stockholm, and you will primarily work with the client teams located there. Some flexibility to work from home is offered, but successful collaboration with colleagues requires presence in the office. Travel will be required occasionally to meet clients and prospects. You will also be part of SEB’s global wealth planning group, which includes colleagues in other locations in Sweden as well as in Finland, Norway and Luxembourg. To thrive in this role, we believe you have Law degree with extensive knowledge and experience in Swedish tax legislation and tax practice. Expertise specifically related to investments and closely held companies. At least ten years of professional experience from a law firm, audit firm, or bank. Background as a specialist advising high‑net‑worth clients (HNW) on tax‑related matters. Business‑oriented with an entrepreneurial mindset. Strong knowledge of financial markets and investments. Comfortable working in a dynamic and expanding environment. Strong customer relationship focus and business orientation. Ability to manage complex situations and challenges. Proactive, structured, and solution‑oriented. Takes responsibility for own development and work independently. Collaborative within the team, client teams, and across the division is a pre-requisite to succeed. Strong ability to build value‑creating client relationships. Ability to interpret tax rules and legislation from SEB’s business perspective. Excellent communication, presentation, and collaboration skills. Fluent in Swedish and English. Strong team player with high engagement, proactive approach, and strong ethical values. What we offer You will be part of an entrepreneurial and ambitious environment where you will gain a broad network and strong visibility within the PWM&FO division as well as other parts of SEB. You will join a dedicated team that always puts the customer at the center, collaborates closely and willingly shares its expertise both externally and internally. 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 April 5, 2026. If you have questions about the position, please contact hiring manager, Rebecca Milleding, at rebecca.milleding@seb.se or Talent Acquisition Partner, Madeleine Gustâv, at madeleine.gustav@seb.se, but 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 criminal records checks. 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, why this position might be covered by internal redeployment. Learn more about working at SEB on our Career website or through our Career podcasts. https://sebgroup.com/career https://bit.ly/SEBcareer \n \n

Responsibilities

The Wealth Planner plays a pivotal role in supporting client teams by ensuring clients receive necessary information regarding efficient wealth structuring solutions. This involves acting as a sounding board for clients on tax and legal matters, collaborating closely with sales units, and regularly giving presentations on current tax issues.