Danish Investment Counsellor
il y a 3 semaines
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a strong presence in the global market, we offer tailored search solutions to meet the evolving needs of our clients.
Key Responsibilities- Manage relationships with high-net-worth clients in Denmark from the Luxembourg office.
- Establish and maintain enduring client relationships through exceptional service delivery.
- Oversee the management of high-net-worth portfolios with assets ranging from € million.
- Facilitate communication between clients, the Investment Policy Committee, research/trading departments, and service teams.
- Keep clients informed about portfolio changes, financial markets, market strategy, and investment philosophy.
- Participate in advanced finance and capital markets training programs to enhance expertise.
- At least 2 years of experience in Wealth Management or Private Banking.
- Strong understanding of firm policies, markets, and financial concepts.
- Excellent problem-solving skills, multitasking, and attention to detail.
- Strong teamwork and organizational skills, with the ability to work under strict deadlines.
- Client-centric and excellent communication skills.
- Positive attitude, solution-oriented, and dynamic working approach.
- Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial.
- MI-FID certification or equivalent training.
- CFA or similar qualifications are advantageous.
If you match the job description and are interested in applying, please submit your resume and cover letter to or use the Vacancy Form.
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