Senior Client Advisor

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Senior Client Advisor

Build strong, long-term relationships and deliver Wealth Management/Private Banking services at the highest level.

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With direct report to the Head of Quintet Aarhus and as a part of Quintet’s team in Denmark, you are expected to build your own portfolio of new clients and take the initiative and responsibility to develop and maintain these relationships.

As a pure private bank, Quintet considers all aspects of the clients’ current investment portfolio and total wealth. With a “Family Office mindset”, they look at the overall strategy, the ownership structure, the next generations, and other relevant topics. Quintet will always aim to complement and optimise the client portfolio according to the client’s investment strategy, based on an open architecture, independent approach, and strong external partnerships.

Your main tasks are:

• Acquisition of new clients based on a structured approach
• Manage your own portfolio in close collaboration with dedicated specialists through a mix of discretionary and advisory investment services
• Develop lending/credit book
• All-round financial advice for wealthy private and corporate clients
• Act as a role model for business ownership and responsibility for risk management in line with Quintet’s core values at any time or for any amount of revenue. Always does the right things, does not compromise on their high ethical standards in their interactions with each other or external stakeholders, e.g. clients and regulators

The ideal candidate has solid experience in wealth planning and/or investment advice in the banking sector, asset management industry, or a Family Office. You must have documented practical experience with outgoing commercial activities. Experience from international private banking/wealth management is an advantage.

You have an economic/financial education minimum at bachelor’s level or bank graduate supplemented with HD or equivalent. You have a generally good understanding of IT and user level with MS Office. Your mother tongue is Danish, with a high level in English, both written and spoken.

You are proactive, entrepreneurial, and business-oriented, with a high degree of empathy and integrity. You are a skilled communicator with a good eye for great business based on long-term relationships.

As part of Quintet Private Bank, you will have plenty of opportunities to develop your professional skills within Private Banking/Wealth Management.

For more details about the job or the company, please contact Senior Research Manager Henriette Toftgaard Pedersen, Unique Human Capital on E: [email protected]. All applications must be in English and are treated confidentially.