Account Relationship Manager

• Feb 2023 - Present

Client Analyst, Institutional Clients, LC&I

• Apr 2017 - Feb 2023

I work closely with the Client Executive on the coverage of business responsibility across all product lines of a portfolio of institutional clients i.e. insurance companies, asset managers, pension funds, hedge funds, banks, mortgage institutions etc. This includes for example being responsible for business lines credit requests, risk analysis, knowledge of Swedbank’s product offering and initiate the on boarding of new clients. A part from working as an assistant Client Executive the role also includes analyzing, collecting, producing and presenting, adequate information for relevant committees and units within the bank. Following up of client’s performance in relation to the overall profitability and relation to the financial covenants i.e. having full understanding of the client’s business strategy and their financial situation as well as the clients own market environment. Identifying and managing risk as part of the day-to-day business activities.My role includes working close internally within the bank; Markets, DCM, cash management, legal, credit risk, securities services, customer service, KYC/AML. Show less

Fixed Income/EQ Derivatives, Markets Operations, LC&I

• Aug 2014 - Apr 2017

Responsible for administration, control of the trade flow, reconciliation and to actively participate in continuous improvements of business processes. As well as both monitor and analyze transactions and the associated processes. Worked in close conjunction with internal and external units, our traders, corporate clients and both Swedish and foreign banks where we continuously work for good relationships.

Financial Advisor

• Apr 2014 - Aug 2014

Client meetings with a focus towards housing mortgage, savings in funds and securities, pension and insurance advising as well as lending and target based sales. Responsible for the local marketing and relationship building with our real estate partner, Fastighetsbyrån, and our law firm partner, Juristbyrån.

Customer Service, Swedish banking

• Jun 2012 - Apr 2014

Part time job at Swedbank branch offices in Stockholm during full time University studies. The work included helping customer with everyday errand, opening of accounts, digital support, international payments etc.