Private Client Advisory Professional
2 days ago
The role of a Private Client Advice Associate involves evaluating client goals, risk profiles, and current investment strategies to provide suitable asset allocation recommendations.
As part of the team, you will support analysts, agents, and counsellors in providing regulated advice to clients. You will learn to use data and insights to guide your recommendations.
- Prepare written proposals by collecting client information and conducting analysis based on existing assets.
- Partner with internal groups to ensure smooth case transitions.
- Work on group projects to increase efficiency.
Required Skills:
- A degree or equivalent combination of education/experience.
- Fluent Norwegian language proficiency (written and verbal).
- Experience with financial planning and investment principles is preferable.
- Ability to produce quality work within target timelines.
- Eagerness to work in a collaborative environment supporting high-volume output.
Benefits:
- Paid premiums for top-tier supplemental healthcare and dental plans.
- 28 days annual leave plus 11 paid holidays.
- Enhanced maternity pay package.
- Fertility and family-forming benefits.
- Retirement pension plan with company contribution.
- Gym subsidy and employee assistance program.
About This Role:
This is an in-office position with opportunities to participate in a hybrid work-from-home program subject to change.
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