Personlig Rådgiver til Danske Bank Amager
Role highlights
Full Time
Permanent
Senior
Hybrid · On-site
This senior-level Personal Advisor role at Danske Bank Amager requires extensive experience in financial advisory, particularly with a focus on high-net-worth clients in the Eksklusiv+ and Eksklusiv segments. The ideal candidate possesses a strong background in holistic financial consulting, including expertise in housing finance, pension planning, and investment strategies. Certification in housing finance (boligcertificeret – EDD) is mandatory, with additional certifications such as IDD4 and MiFiD3 preferred or a willingness to obtain them. A solid understanding of credit advisory processes is essential. The role emphasizes building and maintaining meaningful client relationships through both in-person and digital meetings, leveraging AI and digital tools to enhance advisory services. Collaboration with specialists in wealth and investment management is a key component, requiring excellent teamwork and communication skills. The position is based in a modern, flexible workplace environment with options for remote work, demanding adaptability and proficiency in digital communication platforms. Overall, the candidate must demonstrate a combination of certified financial expertise, senior advisory experience, client-centric approach, and the ability to integrate innovative technologies in daily advisory practices.
About the role
Rolleoversigt
- Giv værdiskabende rådgivning og skab meningsfulde kunderelationer
- Bliv en del af et ambitiøst og socialt team i Amager rådgivningscenter
- Arbejd i et dynamisk miljø med fokus på faglige udfordringer, samarbejde og arbejdsglæde
- Mulighed for hjemmearbejde og fleksibilitet
- Ny lokation i Mikado House med moderne faciliteter: kantine, medarbejdercafé, atriumgård, ismejeri, fitnesscenter m.m.
Ansvarsområder
- Hjælpe kunder i Eksklusiv+ og Eksklusiv segmenter med at realisere deres drømme
- Rådgive med udgangspunkt i bolig, men med helhedsorienteret tilgang (pension, investering)
- Fokusere på rådgivning af topsegment-kunder, understøttet af kundesupportere
- Afholde møder både lokalt og online på tværs af landet
- Udvikle og udvide gode kunderelationer
- Integrere AI og digitale værktøjer i dagligdagen
- Samarbejde med specialister inden for formue og investering
Krav
- Uddannet rådgiver med flere års erfaring
- Certificeringer: boligcertificeret– EDD og evt. IDD4 og/eller MiFiD3, eller villig til at opnå dem
- Forståelse for kreditrådgivning
Sådan ansøger du
- Spørgsmål? Kontakt Rådgivningscenterdirektør Dorthe Ankersen på mobil 25 55 62 50
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