Empathy Towards Clients jobs abroad
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explore Casablanca , Casablanca
explore Ras Al Khaimah , Ras Al Khaimah
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explore Ras Al Khaimah , Ras Al Khaimah
Danish-speaking Investment Counsellor to Dublin, Ireland open_in_new
explore Dublin , Ireland
DESCRIPTION
- Build and maintain long-term relationships with high-net-worth Danish clients.
- Manage a client portfolio of approximately €100–150 million in assets.
- Act as the key liaison between the client and internal departments including research, trading, and investment policy.
- Communicate proactively with clients regarding market conditions, portfolio updates, and investment strategy.
- Educate clients on financial markets and guide them through portfolio changes.
- Participate in advanced training and mentoring programs to deepen market expertise.
REQUIREMENTS
- 2 to 4 years of experience in private client services within banking or wealth management.
- Bachelor's or Master’s degree strongly preferred.
- CFA (or working toward CFA) preferred.
- IMC or CISI Level 4 qualification is a plus.
- Deep understanding of financial markets, economic trends, and client needs in the Nordic region.
- Native Danish speaker with fluent English skills.
- Strong communication skills with the ability to explain complex financial concepts clearly.
- High levels of empathy, professionalism, and relationship-building skills.
- Excellent organizational and time management capabilities.
