Danish Investment Portfolio Specialist

18 hours ago

Dublin, Dublin City, Ireland beBeeRelationship Full time €80,000 - €120,000

Unlock Your Potential as a Danish Relationship Manager

Are you a skilled professional with a passion for building strong relationships and providing exceptional service? Do you have a knack for understanding the needs of high-net-worth clients and educating them on investment strategies?


The Opportunity:

As a Danish Relationship Manager, you will be responsible for managing a portfolio of high-net-worth clients in Denmark from our office in Dublin. You will work closely with clients to understand their financial goals and provide tailored investment advice to help them achieve their objectives.


Key Responsibilities:
  • Client Relationship Management: Build long-standing relationships with clients ensuring they receive exceptional service and tailored investment advice.
  • Portfolio Management: Manage a book of high-net-worth relationships with approximately €100-150 million in assets, providing regular updates on portfolio performance and making recommendations for improvement.
  • Communication: Act as a conduit between clients, our research and trading departments, and several service teams, facilitating effective communication and ensuring seamless execution of client requests.
  • Market Insights: Proactively update clients on market changes, financial trends, current market strategy, and investment philosophy, helping them make informed decisions about their investments.

Requirements:
  • Experience: 2+ years exposure to private clients within the banking/wealth management industry, demonstrating a proven track record of success in client relationship management and portfolio growth.
  • Skills: Solid knowledge of financial concepts, markets, current events, and the market, combined with excellent communication and interpersonal skills.
  • Languages: Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial.

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