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Wealth Management Executive

3 weeks ago

Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time

We are seeking a talented Wealth Management Executive to join our team at Taylor Financial Recruitment Ltd. As a Wealth Management Executive, you will be responsible for working closely with high-net-worth individuals and institutions to provide expert advice on wealth management and investment strategies.

About the Role

The ideal candidate will have a strong understanding of wealth management in Denmark, including investment products and services. You will be responsible for building and maintaining relationships with high-net-worth clients, worth approximately €100-150 million in assets in aggregate.

  • Key Responsibilities:
  • Gaining an understanding of wealth management in Denmark: How do people invest their money? What do they invest in?
  • Building and maintaining high-net-worth client relationships, worth approximately €100-150 million in assets in aggregate.
  • Providing expert advice on wealth management and investment strategies to high-net-worth clients.
  • Developing and implementing customized investment plans to meet clients' financial goals.

This role offers a rewarding 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 committed to providing a supportive and dynamic work environment that fosters personal growth and development. If you are a results-driven and ambitious individual looking to make a real impact, we encourage you to apply for this exciting opportunity.