Investeringsrådgiver

The role of Investeringsrådgiver requires solid experience in investment advisory, particularly with affluent clients. Candidates should have a relevant vocational education such as HD(F) or equivalent, demonstrating foundational knowledge in finance and investment principles. Practical experience in delivering value-driven client dialogues and comprehensive investment advice is essential. Familiarity with regulatory frameworks and certifications like IDD5 and MiFID is highly desirable, ensuring compliance and professionalism in advisory services. The position involves working collaboratively within a team of approximately 30 investment and wealth advisors, emphasizing holistic client engagement and understanding clients' future plans and aspirations. Proficiency in utilizing tools such as Investment Analyzer to develop tailored investment solutions is important. The role demands strong interpersonal skills to work closely with personal advisors across various advisory centers, fostering integrated client service delivery. Candidates should be motivated by responsibility, capable of working independently, and thrive in a performance-oriented culture focused on continuous improvement. The flexible working environment based in Copenhagen supports a balanced approach to work. Overall, the ideal candidate combines vocational education, relevant certifications, practical investment advisory experience, and strong client relationship management skills to provide high-level, compliant, and customized investment advice to wealthy clients.