Senior Investment Advisor til Executive Wealth Management

2 days ago


Københavns Kommune, Denmark Jyske Bank AS Full time
Senior Investment Advisor til Executive Wealth Management & Family Office

Arbejdssted: København

Selskab: Jyske Bank

Ansøgningsfrist: 20. februar 2025

Kunne du tænke dig et job, hvor du skal rådgive nogle af Danmarks absolut mest formuende familier? Så er det nu, du har muligheden. Du bliver ansvarlig for den daglige rådgivning omkring investering inden for alle aktivklasser overfor bankens mest velhavende 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 Executive Wealth Management værditilbud, herunder formuerådgivning. Målet er at skabe bevidst tilfredse kunder og langvarige relationer. Du sikrer gode resultater 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 muligheder både fagligt og personligt.

Afdelingen – en del af et stærkt fagligt team

Afdelingens kunder har stor finansiel frihed og ønsker at blive udfordret og imødekommet på deres finansielle muligheder. Stort kendskab til Private Banking er derfor et nøgleord i afdelingen. Ambitionen for afdelingen er, at Jyske Bank skal udbygge sin position som en markant aktør på markedet for rådgivning af de mest formuende danskere.

Vi er et stærkt fagligt team i Executive Wealth Management med høj ekspertise og ikke mindst ambition om at lave gode forretninger for både kunden og Jyske Bank.

Vi tilbyder:
  • Et spændende og dynamisk 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 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.
Du bliver en succes i jobbet hvis du kan genkende dig selv i nedenstående:
  • Har erfaring med investeringsrådgivning til den øverste del af Private Banking segmentet (HNWI/UHNWI).
  • Er god til relationer.
  • Er energisk med højt humør, der forstår at skabe og bruge netværk.
  • Brænder for at skabe resultater gennem exceptionel god kundebetjening.
  • Er god til at samarbejde på tværs af bankens forretningsenheder.
  • Er tillidsvækkende og har en stor personlig gennemslagskraft, der matcher kunderne.
  • Er selvkørende og med højt aktivitetsniveau.
  • Er forretningsorienteret og har gode kommunikationsevner med fokus på kundens behov.
  • Er åben og forstår at finde de bedste løsninger ved at stille de rigtige spørgsmål.
Ansøgning

Vi oplever mangfoldighed som en fordel i vores opgaveløsning og i vores fællesskab. Derfor opfordrer vi alle til at søge. Interesseret? Vil du høre mere om stillingen, så kontakt markedsdirektør René Mathys eller læs mere om René på hans LinkedIn profil.

Senior HR Partner Sofie Ladekarl vil i samarbejde med René tage sig af din ansøgning.

#J-18808-Ljbffr

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