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Financial Advisor
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The Investment Counsellor is a key role in our team, responsible for managing relationships with high-net-worth clients in Denmark. You will be the primary point of contact for our clients, providing exceptional service and ensuring their needs are met.
Key Responsibilities:- Build and maintain strong relationships with clients, ensuring they receive tailored advice and support
- Manage a book of high-net-worth relationships, with a focus on delivering exceptional service and meeting client needs
- Collaborate with our Investment Policy Committee, research and trading departments, and service teams to provide comprehensive support to clients
- Stay up-to-date with market trends and developments, providing clients with expert advice and guidance
- 2+ years of experience in private banking or wealth management
- Strong knowledge of financial concepts, markets, and current events
- Native Danish and native or fluent English language skills
- Ability to connect with and educate a variety of audiences
- MiFID certification or equivalent
We are a global investment management firm that puts clients first, providing unmatched service and a personalized approach to investing. Our team is dedicated to helping our employees meet their long-term goals, with a range of benefits including 100% paid premiums for our top-tier supplemental healthcare plan, 28 days annual leave, and a supplemental retirement pension plan.