Financial Services Professional

2 weeks ago


Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time
Company Overview

Taylor Financial Recruitment Ltd is a leading provider of wealth management services, dedicated to helping high-net-worth individuals and institutions achieve their financial goals.

Salary and Benefits

We offer a competitive compensation package with a generous commission structure, as well as access to comprehensive benefits including health care and pension.

Job Description

In this role, you will play a key part in managing client relationships worth approximately €100-150 million in assets. You will work closely with clients to understand their financial position and provide tailored recommendations, leveraging your expertise in finance, capital markets, and insurance.

Duties and Responsibilities:
  • Gain an understanding of how high-net-worth individuals invest their money and what they invest in.
  • Manage multiple client relationships effectively.
  • Develop and maintain strong relationships with clients through regular communication and consultation.
  • Stay up-to-date on industry developments through ongoing education and training.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Fluency in Danish and English.
  • A university degree or equivalent combination of education and experience.
  • A strong ability to learn from challenges and setbacks, and to work towards improvement.
  • An eagerness to work in a fast-paced, collaborative environment with motivated professionals.
Benefits and Career Advancement

We offer a unique career path with opportunities for growth and advancement, as well as ongoing training and development to support your professional growth. Our team is committed to delivering exceptional service and results-driven solutions, and we are seeking like-minded professionals to join our dynamic team.

Seniority Level

This role is suitable for a mid-senior level professional.

Employment Type

This is a full-time position.

Job Function

The primary function of this role is customer-facing, requiring excellent communication and interpersonal skills.

Industries

This role is focused on the investment banking, financial services, and banking sectors.



  • Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time

    Job Overview: We are seeking an experienced Portfolio Manager to join our team at Taylor Financial Recruitment Ltd. As a key member of our wealth management team, you will be responsible for managing high-net-worth client relationships and delivering exceptional client experiences.Responsibilities:Meet with high-net-worth investors to understand their...


  • Copenhagen, Copenhagen, Denmark NKT AS Full time

    Job DescriptionWe are seeking a motivated and detail-oriented Financial Services Professional to join our team in Kaunas. As an Accounting Specialist, you will be responsible for processing incoming invoices, handling stakeholders' queries, and participating in period-close procedures for Accounts Payable. You will also assist colleagues with various tasks...


  • Copenhagen, Copenhagen, Denmark J.P. Morgan Full time

    About J.P. MorganWe are a leading global financial services firm, dedicated to helping our clients achieve their goals. Our team of talented professionals is passionate about delivering exceptional service and driving innovation in the industry.Job SummaryThis role offers an exciting opportunity to join our Nordic Private Banking team as a Client Advisor,...


  • Copenhagen, Copenhagen, Denmark One Peak Partners LLP Full time

    Job DescriptionThe Payroll Accountant will be part of our finance team, supporting all functions related to the company's financial well-being. Key responsibilities include:CALCULATING EMPLOYEE COMPENSATION AND MANAGING DEDUCTIONS ACCORDING TO LAWS AND REGULATIONS.REPORTING TO RELEVANT AUTHORITIES.DISTRIBUTING TIMELY PAYMENTS AND ADHERING TO...


  • Copenhagen, Copenhagen, Denmark Saxo Bank Full time

    We're a global financial institution dedicated to empowering individuals and institutions to achieve their financial goals.Our vision is to deliver exceptional client experiences through innovative technology and personalized support.As a Client Service Associate, you'll play a vital role in helping clients navigate the complexities of the investment...


  • Copenhagen, Copenhagen, Denmark Saxo Bank Full time

    Required Skills and QualificationsWe seek candidates with 2+ years of experience in a client-facing role, preferably with education related to service, finance, business, or similar fields.Candidates must possess knowledge of the financial industry and products, as well as fluency in English and one other language (written and verbal).We value motivated...


  • Copenhagen, Copenhagen, Denmark Taylor Financial Recruitment Ltd Full time

    We are seeking a skilled Financial Asset Manager to join our team at Taylor Financial Recruitment Ltd. This is an exciting opportunity for a motivated professional to work with high-net-worth individuals and institutions, offering a bespoke service for alternative investment methods.About the RoleThe ideal candidate will have a strong understanding of wealth...


  • Copenhagen, Copenhagen, Denmark Fintechnordics Full time

    Job Title: Financial Services ConsultantFintechnordics is a leading provider of international financial services, offering a range of innovative solutions to help clients achieve their financial goals. We are seeking experienced financial services consultants to join our global team.About the Role:You will work closely with clients to understand their...


  • Copenhagen, Copenhagen, Denmark BearingPoint GmbH Full time

    About the RoleBearingPoint GmbH is a leading independent technology management advisor in the Nordics, providing expert consulting services to the financial services industry. We are currently seeking a seasoned professional to join our team as a Senior Financial Services Expert.As a Senior Financial Services Expert at BearingPoint, you will play a key role...


  • Copenhagen, Copenhagen, Denmark beBee Careers Full time

    Financial Services Commercial StrategistWe are looking for an experienced Financial Services Commercial Strategist to join our team. As a key contributor, you will work closely with clients to develop and implement commercial strategies that drive business growth and improve operational efficiency.The ideal candidate will have a strong background in...

  • Financial Professional

    11 hours ago


    Copenhagen, Copenhagen, Denmark beBee Careers Full time

    Job DescriptionWe are seeking a skilled Financial Professional to join our team. The ideal candidate will have experience in accounting and finance, with a strong understanding of financial regulations and laws.Key ResponsibilitiesManage financial reports and statementsAnalyze financial data to identify trends and areas for improvementDevelop and implement...


  • Copenhagen, Copenhagen, Denmark RDT Full time

    At RDT, we pride ourselves on being passionate about engineering and delivering exceptional results. As a Financial Services Expert, you will have the opportunity to make a meaningful impact on our clients' businesses.About the RoleYou will be responsible for working as a Senior Business Analyst in FCIIA, where you will gather requirements, interpret...


  • Copenhagen, Copenhagen, Denmark beBee Careers Full time

    **About the Role:**We are excited to announce an opportunity for a talented and motivated Professional Services Director to join our dynamic team. In this key role, you will play a crucial part in ensuring the delivery of top-notch software services to our valued clients.As the Professional Services Director, you will manage the SaaS services delivery...


  • Copenhagen, Copenhagen, Denmark RDT Full time

    Job RequirementsThis is an excellent opportunity for a highly skilled Business Analyst to join our team and drive business growth in the financial services industry. Key responsibilities include:Gathering requirements, interpreting them, and proposing solutions to drive business outcomes.Acting as a liaison between business and IT groups, ensuring seamless...


  • Copenhagen, Copenhagen, Denmark beBee Careers Full time

    Position Summary:The Financial Analysis Professional plays a critical role in supporting our team's advisory services, providing expert analysis and insights to inform business decisions. This position requires a strong background in finance or economics, excellent analytical skills, and experience working with business software tools.Key...


  • Copenhagen, Copenhagen, Denmark Danske Bank Group Full time

    Danske Bank Group's mission is to efficiently manage its financials, maximising the bank's financial potential and benefiting customers, colleagues, society, and investors by ensuring financial strength.We are seeking a talented Mainframe expert to join our Finance tribe. In this role, you will work closely with BI Engineers, DevOps specialists, IT Systems,...


  • Copenhagen, Copenhagen, Denmark MARPRO Group Full time

    We are seeking a detail-oriented and proactive professional to manage the control of costs, vessels, projects, and subsidiaries for MARPRO Group. In this role, you will be part of internal optimization initiatives, participate in month-end closing procedures to ensure regulatory compliance, and support the team with tax filings, reporting, and data...


  • Copenhagen, Copenhagen, Denmark PA Consulting Full time

    Commercial Strategy and Digital InnovationPA Consulting is a leading advisor in the financial sector, serving many large financial institutions and regulators with a strong focus on digitalization and related transformations. We are seeking a Managing Consultant to join our team in Denmark and contribute to our continued growth and success.The successful...


  • Copenhagen, Copenhagen, Denmark PARETO SECURITIES AS Full time

    PARETO SECURITIES AS seeks a highly skilled Financial Services Consultant to join our team. In this role, you will be responsible for analysing and understanding customer needs and translating them into digital solutions.Your main responsibilities as a Financial Services Consultant will include:Defining requirements for digital solutions based on customer...


  • Copenhagen, Copenhagen, Denmark Novo Nordisk AS Full time

    About the DepartmentYou will be part of the Corporate Financial Risk department, made up by 2 people in Middle Office and 4 people in Front Office. The department is responsible for managing Novo Nordisk's capital structure and financial risks at the group level.The team, located at our headquarters, is comprised of highly skilled professionals. The...