Senior Investment Advisor til Executive Wealth Management

3 weeks ago

Silkeborg, Silkeborg Kommune, Denmark Jyske Bank Full time

Kunne du tænke dig et job, hvor du skal rådgive nogle af Danmarks absolut mest formuende familier, så er det nu, du har muligheden.

Jobbet
Du bliver ansvarlig for den daglige rådgivning omkring investering inden for alle aktivklasser overfor bankens absolut største Private Banking kunder, herunder Family Office kunder. Dine primære opgaver bliver sammen med det øvrige kundeteam, gennem en tæt kunderelation, at sikre kunden de rette løsninger med udgangspunkt i kundens ønsker, behov og formuestrategi.

Du skal sørge for, at kunden oplever vores samlede Private Banking værditilbud, herunder formuerådgivning. Målet er at skabe bevidst tilfredse kunder og langvarige relationer.

Du lykkes i jobbet via et tæt samarbejde med vores erhvervsafdelinger, samt en række specialister i andre afdelinger i Jyske Bank, herunder i Jyske Capital, Jyske Markets, samt eksterne samarbejdspartnere. Der vil i jobbet være stort fokus på at præsentere bankens kapitalforvaltningsløsninger i tæt samarbejde med bankens specialister.

En del af jobbet består i at præsentere Executive Wealth Management værditilbuddet overfor potentielle nye kunder.

Jobbet rummer masser af spændende og interessante opgaver både fagligt og personligt.

Afdelingen
Vi er i Executive Wealth Management i 11 kollegaer i Silkeborg, der rådgiver og servicerer bankens største Private Banking-kunder i Jylland og på Fyn med specialistviden om formuerådgivning og investeringsrådgivning. En vigtig del af vores arbejde er, i samarbejde med bankens erhvervscentre, erhvervs- og privatafdelinger samt Private Banking centre, at tiltrække nye kunder til banken.

Vi har et meget tæt samarbejde med Jyske Capital og Jyske Markets omkring både eksisterende og potentielle kunder, herudover er en vigtig del af vores arbejde at samarbejde med kundernes eksterne rådgivere.

Afdelingens kunder har stor finansiel frihed, og ønsker at blive udfordret og imødekommet på deres finansielle muligheder. Høj færdighed inden for Private Banking er derfor et nøgleord i afdelingen.

Afdelingens målsætning er, at Jyske Bank skal udbygge sin position som en markant aktør på markedet for rådgivning af de mest formuende danskere.

Din profil
Vi forestiller os, at du:

  • Er en person med stor energi og engagement, der er dygtig til at opbygge og udnytte relationer
  • Brænder for at skabe resultater gennem exceptionel god kundebetjening
  • Er en god kollega som formår at samarbejde på tværs af bankens forretningsenheder
  • Er tillidsvækkende og har en stor personlig udstråling, der matcher kunderne
  • Har erfaring med investeringsrådgivning til den øverste del af Private Banking segmentet (HNWI/UHNWI)
  • Er selvkørende og med højt aktivitetsniveau
  • Er forretningsorienteret og har gode kommunikationsevner med fokus på kundens behov
  • Er åben, lyttende og forstår at finde de bedste løsninger ved at stille de rigtige spørgsmål.

Vi tilbyder:

  • Et spændende og engageret arbejdsmiljø med dygtige kolleger og masser af personlige og faglige udviklingsmuligheder
  • At du bliver en del af et stort indsatsområde i Jyske Bank, som er i en flot vækst
  • Et job hvor du får mulighed for at arbejde med de mest formuende familier i Danmark
  • En fleksibel arbejdsplads hvor du får stor indflydelse på din egen arbejdsdag.

Ansøgning
Vi oplever mangfoldighed som en fordel i vores opgaveløsning og i vores fællesskab. Derfor opfordrer vi alle til at søge.

Senior partner Lars Faartoft vil tage sig af din ansøgning.

Ansøgningsfristen er d. 5. juli 2024.

Afdeling:
Vestergade 8-16, Silkeborg

Vestergade 8-16, Silkeborg

Vestergade 8-16, Silkeborg

Vestergade 8-16, Silkeborg

Lokation: Silkeborg

Ansøgningsfrist: 05 Jul 2024

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