Senior Investment Advisor

*Are you curious and eager to seize new opportunities? Do you go the extra mile and have an open, communicative personality with a strong customer and solution orientation? Then let's exceed our customers' expectations together and continue the success story of VP Bank. With us, you'll find space for bold ideas and the opportunity to actively shape the future.*
Your Challenge
------------------

• Act as a trusted and proactive partner to Relationship Managers, providing high\-quality investment expertise


• Serve as the link between the bank's strategists and analysts and their respective investment solutions on the one hand, and client advisors and clients on the other


• Be an ambassador of the group's tools, actively supporting advisory activities and ensuring that client advisors can use those tools effectively


• Proactively develop differentiated and well\-founded investment ideas tailored to sophisticated private clients


• Take ownership of the day\-to\-day advisory coverage of selected clients, delivering a consistently high level of attention, quality and care


• Support Relationship Managers in strengthening existing client relationships and acquiring new business through compelling, value\-adding investment expertise


• Maintain close collaboration with relevant stakeholders across the Group and provide input for future investment ideas, ensuring a consistent and high\-quality advisory approach.

• You have several years of experience in investment advisory, portfolio management, or a comparable role within private banking or wealth management


• You have a deep understanding of financial markets across all relevant asset classes and sound knowledge of financial products like equities, bonds, investment funds, structured products and FX


• You demonstrate a highly client\-centric mindset, with a strong affinity for working with high\-net\-worth and ultra\-high\-net\-worth clients, combined with a clear understanding of their expectations


• You possess excellent analytical and conceptual skills, with the ability to communicate complex investment topics in a clear and refined manner


• You show a structured, proactive, and quality\-driven working style with a high sense of responsibility


• You have excellent problem solving skills, always driven by the aim to find the best solutions for our clients


• Well\-developed interpersonal skills and a collaborative mindset, with the ability to build and maintain strong, trust\-based relationships


• You are a team player and enjoy working closely with colleagues locally and with teams across different locations and functions


• Fluency in English and Swedish or Danish are a must, additional language skills in German are considered as a strong asset.

Throughout your application process, you will be accompanied by

Anna Wiemer

Senior People \& Culture Consultant

Diese Anzeige stammt von indeed. Originalanzeige ansehen ↗