Investment Counsellor
The role of an Investment Counsellor is crucial in managing relationships with high-net-worth clients, ensuring they receive exceptional service. Your ability to understand clients' needs and educate them on the reasoning behind portfolio changes will be vital to your success.
">">Key Responsibilities:
* Build long-standing relationships with clients through proactive communication and empathy.
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
* Act as a conduit between clients, our research and trading departments, and several service teams.
* Proactively update clients on portfolio changes, financial markets, and investment strategy.
* Gain advanced finance and capital markets education through our training program.
Requirements:
* 2+ years exposure to private clients within the banking/wealth management industry.
* A sound knowledge of financial concepts, markets, current events, and market trends.
* Native Danish and native or fluent English language skills; Proficiency in other European languages is beneficial.
* Effective communication and interpersonal skills to connect with and educate various audiences.
* Maintain a positive personality and empathise with clients in good times and bad.
* MiFID certification, training, or equivalent.
* CFA or similar education is beneficial.
">Benefits:
* 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays.
* Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees.
* $10,000* fertility, hormonal health, and family-forming benefit.
* A retirement pension plan featuring a 9% company pension contribution of base pay and an additional company match of up to 5% of base pay.
* Monthly gym subsidy of up to €50 per month.
* Employee Assistance Program and other emotional wellbeing services.
* A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.