Personlig Rådgiver

The role of Personlig Rådgiver requires delivering value-driven advisory services and building meaningful customer relationships within the Eksklusiv+ and Eksklusiv client segments. The candidate should have foundational education as a certified advisor or be in the process of obtaining certifications specifically in Housing, Pension, and Investment sectors. A solid understanding of credit advisory processes is also essential. The position involves holistic advisory responsibilities covering housing finance, pension planning, and investment strategies, requiring the ability to conduct meetings both locally and online nationwide. Strong interpersonal skills are needed to develop and deepen client relationships over time. The advisor will work closely with specialists in wealth management and investment, supported by a customer support team, emphasizing collaboration and teamwork. The role encourages the integration of AI and digital tools into daily advisory practices, highlighting adaptability to technology and innovation in financial services. The work environment is dynamic, with a focus on professional challenges, cooperation, and job satisfaction, offering flexibility including options for remote work. This entry-level position suits candidates who are motivated to grow their expertise through certification and practical experience in a client-focused, digitally enabled advisory setting.