Private Banker til Private Banking København
6 days ago
Kan du skabe tætte relationer og give kundeoplevelser ud over det sædvanlige til potentielle nye og eksisterende formuende privatkunder? Er du drevet af at opbygge kunderelationer og udvide vores kundebase? Så har vi den perfekte mulighed for dig
I takt med lanceringen af Danske Banks nye strategi, Forward ’28, er der sat skarpt fokus på at tiltrække nye kunder til Private Banking. Med ambitiøse målsætninger for vækst søger vi nu en ny Private Banker til Private Banking København. Gennem årtier har vi finpudset vores Private Banking-koncept og positioneret os som en førende aktør inden for rådgivning af formuende kunder.
Holistisk rådgivning for et spændende kundesegment
Vi har opbygget vores Private Banking-koncept gennem årtier og er en af de absolut ledende spillere inden for rådgivning af formuende kunder. Vi har en dyb ekspertise og erfaring med rådgivning af bankens største privatkunder på tværs af generationer og skattemiljøer. Det vil blive dit ansvar at:
- være ansvarlig for en eksisterende portefølje af attraktive kunder.
- fokusere på formueplanlægning og -optimering samt nedsparring.
- være Private Bankings ansigt både internt og eksternt.
- at skabe nye forretninger med både nye og eksisterende kunder.
Du kommer til at arbejde tæt sammen med branchens dygtigste specialister inden for investering, pension og skat. Som Private Banker er det dit ansvar at bringe disse specialister i spil, hvor det er relevant for kunden.
Vihar en holistisk tilgang til rådgivning, hvilket understøttes af vores sammenhængende rådgivnings-værktøjer inden for investering, kredit og formuerådgivning. Det sikrer, at du har mest muligt fokus på - og tid til - kundedialog og rådgivning.
Du er initiativtagende og relationsskabende
Du har en bankfaglig baggrund og motiveres af at rådgive formuende kunder med en kompleks økonomi og du har modet til at udfordre der, hvor det er naturligt, for at være relevant. Det er positivt, hvis du har en Formuerådgiveruddannelse, HD eller anden relevant uddannelse. Dine kunder oplever dig som initiativrig, relevant og værdiskabende og du er motiveret af den tætte relation, hvorfor du er kundens foretrukne finansielle sparringspartner.
Som kollega går du op i det sociale og bidrager til den gode stemning på kontoret. Du er god til at kommunikere og får både kollegaer og kunder til at være godt tilpas, når de er i dialog med dig.
Vores kultur er karakteriseret ved godt humør, åben og ærlig kommunikation, kundefokus, teamånd og et højt kompetenceniveau, hvor du altid vil kunne få sparring, inspiration og assistance hos dine kolleger.
Er du klar til at være med på rejsen?
For spørgsmål om stillingen, er du velkommen til at kontakte Private Banking leder i København Christian Glaas på tlf. 2991 8469.
Vi ser frem til at modtage din ansøgning
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