Senior Financial Advisor

1 month ago


Gentofte, Gentofte Kommune, Denmark Unique Human Capital AS Full time
Om stillingen

Vi søger en erfaren Senior Financial Advisor til at træde ind i vores team af senior rådgivere. Som Senior Financial Advisor vil du være ansvarlig for at rådgive vores kunder om investeringsstrategier og kapitalforvaltning. Du vil arbejde tæt sammen med vores kunder for at hjælpe dem med at opbygge en stærk investeringsgrundlag.

Arbejdsopgaver
  • Rådgive kunder om investeringsstrategier og kapitalforvaltning
  • Arbejde tæt sammen med kunder for at hjælpe dem med at opbygge en stærk investeringsgrundlag
  • Udvikle og implementere investeringsstrategier for kunder
  • Overvåge og analyser kapitalforvaltning for kunder
Krav
  • Erfaring med investeringsrådgivning og kapitalforvaltning
  • God kommunikationsfærdighed og evne til at arbejde tæt sammen med kunder
  • Fluent dansk og engelsk
Om os

Vi er en dansk fintech-virksomhed, der hjælper formuende organisationer, virksomheder og private investorer med at skabe et stærkt grundlag for deres investeringsmæssige beslutninger. Vi tilbyder konsolideret rapportering og strategisk rådgivning om kapitalforvaltning.



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