Role highlights
Full Time
Permanent
Senior
On-site
The role of Formuerådgiver requires a senior-level professional with a bachelor's degree and significant advisory experience, ideally within financial services. Key competencies include expertise in wealth management, developing tailored financial plans aligned with clients' dreams and economic situations, and delivering holistic, value-driven advice. The candidate must be business-oriented, capable of engaging in meaningful customer dialogues that build trust and foster long-term relationships. Strong communication skills are essential to effectively collaborate with personal advisors across advisory centers, ensuring integrated and comprehensive wealth solutions. The position demands working with complex client portfolios, highlighting the need for advanced problem-solving abilities and a high level of professionalism. The work environment emphasizes openness, continuous development, and teamwork, requiring adaptability and a collaborative mindset. Flexibility in work arrangements is also a notable aspect. Overall, the ideal candidate combines deep financial advisory expertise, excellent interpersonal skills, and a strategic approach to managing and growing client wealth within a reputable banking institution.
About the role
Rolleoversigt
- Arbejd med kunder om deres formue og lav konkrete planer, der matcher deres drømme og økonomiske situation
- Samarbejd med personlige rådgivere på tværs af rådgivningscentre for at sikre helhedsløsninger
- Holistisk rådgivning med fokus på at opfylde kundernes drømme og planer
- Del af et team præget af åbenhed, udvikling og stærkt samarbejde
- Arbejdsplads i Danske Bank, Advisory Network, primært baseret i Nordsjælland
Fordele
- Højt fagligt niveau
- Mulighed for at arbejde med nogle af de mest komplekse kunder i Danske Banks rådgivningscentre
- Fokus på åbenhed, udvikling og samarbejde
- Høj grad af fleksibilitet
Krav
- Erfaring som rådgiver
- Motiveres af værdiskabende kundedialoger
- Relevant uddannelse
- Forretningsorienteret
- Gode kommunikationsevner og evnen til at skabe tillid hos kunderne
Sådan søger du
- Kontakt Formuedirektør Christian Buhl Støckel ([email protected], 30530186) eller Formuesouschef Christian Kofod Harrild ([email protected], 23264572) for spørgsmål
- Vi holder løbende samtaler – søg snarest muligt
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