Felicia works as a wealth advisor

Describe your job, what you do, and what your responsibilities are?

-As a Wealth Advisor, I can say that my role has three legs.

One is that I am responsible for some of the office's more wealthy and/or complex clients. This can be anything from the entrepreneur, to a young adult or mid-life client who has inherited a large sum of money, to the bon vivant who has saved all their life. I follow and help clients through different stages of life. From the first child to helping the child with a cash deposit, planning a pension, starting a business, and managing capital. Based on the customer's needs, I then enlist the help of various specialists, such as lawyers, private banking advisors, business advisors, etc.

My role as a advisor is very much based on the legal aspects of the client, which is the core of counselling. What happens when you become a cohabitant, when you get married or if you get divorced? How does this affect finances and the client's wealth and situation? What do different life choices lead to in purely financial terms, and how do you ensure that things turn out the way you want them to?

The second leg is to work very proactively. Partly towards existing customers but also new prospects. I also think it's great fun to represent the bank in various contexts, such as participating in GADDEN.

The third leg is that I run the business in the office together with colleagues in the same role. This can be in the form of various activities both internal and external to the customer. I enjoy organising customer meetings and they are always appreciated by our customers.

How did you end up at your current workplace?
-I didn't really intend to start working after my bachelor's degree, but I met Jörgen Litsne through GADDEN. Jörgen works in the bank's HR department. We talked for a while and then he asked if he could call me a few days later. After turning down a job that didn't feel quite right, I met the branch manager Christian Pennert at the Eriksberg branch, who then offered me a job as a private adviser. I really enjoyed working there for a couple of years. Then I was given the opportunity to take on the role of wealth advisor in a new office.
This was not something I had planned beforehand, but a door opened that I couldn't refuse. Tip for students: dare to embrace the opportunities that come your way!

How was the transition from study to work for you?
-It went really well, I had been at home for two semesters due to COVID-19 and was so eager to start working and meeting colleagues every day. I've also always worked a lot alongside my studies, so I was used to working.

What was the highlight of your time as a student at the School?
-The absolute best part of my studies is all the friends I met. We are still a tight group of people who socialise regularly. Some of the people who are now my best friends I found during my studies at the School.

Do you have any tips or advice for a current student?
-My best advice is to enjoy and make the most of your study time and the freedom that comes with it. Go on an exchange! Unfortunately, my exchange was cancelled due to COVID...

Take part in lots of activities and try to make friends and contacts. Because these are the people you will meet in the labour market.

Grades are important because they show that you have found the subject interesting and that you have absorbed the programme. But, that said, grades are not everything. Try not to suffer from performance anxiety and grade anxiety, but do the best you can and be proud and satisfied with it. Don't compare yourself. There are many other things that are so important, like having fun and getting to know a lot of people.