We are a Nordic pioneer who challenges the financial industry with advice based on independence and transparency. We have around 400 employees based in Sweden and Norway. Our Norwegian headquarters are based in Oslo, and our Swedish headquarters are based in Stockholm. As we want to be near our clients, we have 18 offices in Norway, 6 in Sweden and 1 in Denmark.
We are looking for employees who want to work with financial advisory, and share our values of having a long-term, independent, holistic perspective and always being on our client's side.
As a Wealth Manager at Formue, you will build your client portfolio over the long-term.. You will develop relationships and offer advice in line with our framework where innovative digital solutions play a key role. We always prioritize in-person contact in the client relationship.
You will work closely with colleagues in tax,legal, investment, and accounting to deliver the full Formue expertise to clients.
To thrive with us, you enjoy building relationships and are professional and trustworthy. You are characterized by your drive, ambition, and inner confidence.
You enjoy collaborating with colleagues and are team-oriented, whilst also being competitive. We want to succeed together as a team and help each other move forward. At the same time each of us has a strong work ethic and a focus on the long-term.
Wealth Managers at Formue have several years of experience in financial advisory or other relevant client advisory roles. We view it as an asset if you also have experience in other roles and industries.
We believe that multiple perspectives enrich and develop – which is why we welcome applicants with different backgrounds and experiences.
Please contact Managing Director Michael Stern Madsen tlf. +45 40 85 10 50 if you like to hear more about the position.
We look forward to hearing from you!
More about us - www.formue.dk
Since we established Formue in 2000, we have challenged ourselves and the industry through continuous development and expansion. The opening of our office in Copenhagen, means we are now present in all the Scandinavian countries and it strengthens our position as a Nordic Financial Life Management company. This is an exciting new chapter in Formue's history and we are looking forward to launching our award-winning range of services in the Danish market, says Managing Director Michael Stern Madsen in Formue Denmark.
We offer wealth advice from a holistic perspective including investment advice, legal advice and advice in tax, pension and insurance, corporate administration and accounting. The Formue Group has over NOK 130 billion under advisory and management and approximately 400 employees in Norway and Sweden.