Account Manager at Fund Desk

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Are you passionate about developing your experience in the area of fund execution, within the custody area with professional clients as client base.

In Swedbank you have the opportunity to:

Develop in the area of Custody/ fund execution in the role as Account Manager.

The objective of the role is to ensure the performance of duties of Swedbank, the role of the account manager is to act as specialist for our Fund Desk function/offer. The account manager is expected to maintain close contact with our clients and counterparties.

As an account manager you will:

  • Open accounts.
  • Administrate fund orders from our clients and take care of forwarding the instruction to the given counterparty.
  • Take care of the cash flow for redemptions or subscriptions.
  • Ensure that all internal procedures are met when new clients / TAs/ Intermediaries are introduced, all contact databases and system data is maintained correctly.
  • Be responsible that generated work tasks are dealt with on a timely basis so that client orders are validated and released to the market within deadlines.
  • Discuss with the clients any requirements outside of the standard order flow and to react to their needs.
  • Work against very specific deadlines and requires skills to ensure that client orders are collected and submitted to the provider within the cut off time.
  • Take responsibility for your own work and show initiative, creativity and participation in the team and departments development.
  • Work towards quality, risk mitigation and efficiency and constantly strive for development and improvements.
  • Represent Swedbank in a professional manner and focus on client satisfaction in order to meet their expectations.


What is needed in this role:

Education and professional experience:

  • University degree in the field of Economics, Finance or Law.
  • Work experience from order handling and dealing with professional clients investing into fund units.
  • SwedSec specialist licence.
  • Ability to use Office software (such as MS Word, Excel, PowerPoint, etc) on an experienced level.

Critical competences:

  • Strategic mind-set, combined with good networking and interpersonal skills.
  • Influencing and negotiating skills.
  • Good client and presentation skills
  • High degree of stress tolerance combined with high level of motivation and perseverance.
  • Professional.
  • Proactive approach.

Language skills

  • Professional command of the English language, written and oral and;
  • Professional command of the Swedish language, written and oral

"Join our team and...

be a part of a team that consist of 3 team members. It’s a very open and inclusive team where every team member can contribute with their own ideas. We truly live by the values of Swedbank: open, simple and caring. With us, you will have the opportunity to learn and take your first step in your career as a Fund Desk Account Manager”. Josephine Wild, your future manager

We look forward to your application at the latest 2021-06-24 

Location:  Stockholm  

Contacts 

Recruiting manager: Josephine Wild, +46738406017 

SACO: Henrik Joelsson

Finansförbundet: Lena Schöllin +46858594912

We may begin the selection during the application period, so we welcome your application as soon as possible.

We have made our choice regarding recruitment media and therefore kindly decline contact with ad sellers or sellers of other recruitment services. Swedbank does not discriminate anybody based on gender, age, sexual orientation or sexual identity, ethnicity, religion or disability – everybody is welcome.

Or, know someone who would be a perfect fit? Let them know!

Workplace and culture

We are about 15 000 colleagues working mainly in Sweden, Estonia, Latvia and Lithuania.

Working together is important to us. We achieve the best results when we learn from each other and use our values Open, Simple, Caring to guide us every day.

We believe in diversity and inclusion and show this by treating customers and colleagues in the same respectful way.

Get to know us better

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