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Investment Portfolio Specialist

3 weeks ago

Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time

We are currently recruiting for a skilled Investment Portfolio Specialist to join our team at Taylor Financial Recruitment Ltd. As an Investment Portfolio Specialist, you will play a key role in working with high-net-worth individuals and institutions to provide tailored investment solutions.

About the Role

The ideal candidate will have a deep understanding of wealth management in Denmark, including investment strategies and portfolio management. You will be responsible for speaking with high-net-worth investors to understand their financial goals and develop personalized investment plans.

  • Key Responsibilities:
  • Gaining an understanding of wealth management in Denmark: How do people invest their money? What do they invest in?
  • Managing high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate.
  • Speaking with high-net-worth investors to understand their financial position and suggesting relevant next steps.
  • Developing and implementing customized investment plans to meet clients' financial goals.

This role offers a competitive compensation package with a generous commission structure, as well as benefits such as health care and pension, continuous training available, and a relocation package.

Requirements
  • Essential Requirements:
  • Speak Danish and English fluently.
  • University graduate or equivalent combination of education and experience.
  • You meet challenges head-on, learn from setbacks, and work towards improvement.
  • Eager to work in an energetic, collaborative environment with motivated professionals.

Taylor Financial Recruitment Ltd is dedicated to supporting the growth and development of its employees. If you are a highly motivated and results-driven individual looking to make a real impact, we encourage you to apply for this exciting opportunity.