logo for Alexander Lort

Relationship manager Danish private clients-Investment management - London, United Kingdom,


Company Information:

Our client is a European subsidiary of a privately-held investment management firm that manages portfolios for high net worth private clients and some of the world's preeminent institutions. Our client's organisation has grown significantly within the financial services industry over the past decade and they currently manage over $100+ billion dollars worldwide. They are currently seeking a highly talented finance professional to join their team as an Investment Counsellor. You will be based in their London office working with private clients in Sweden. You will spend your time educating clients in your portfolio on their investment philosophy, explaining certain decisions which affect their portfolio, and helping them understand events in the market-all to help them stay on track to achieve their long-term goals, providing a valuable service, building relationships based on trust and the expertise that our client offers. You will be the key point of contact for clients and work with them to update them on performance, current events, and market trends. You will not be selling products or picking stocks. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your "many hats" as a Financial Advisor and become an expert in service and education.

Some of what is Provided: An assigned roster of high net worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service.

Advanced finance and capital markets education through our training and mentoring program

Direct access to portfolio decision makers and their supporting research teams to further your education and provide quality solutions to clients. A competitive compensation that aligns your interest with the client's, instead of selling

  • Oversee high-net-worth client relationships
  • Communicate current market strategy and portfolio updates to assigned clients
  • Act as the liaison between our affluent clients and the organisation's investment decision-makers

Candidate Specification:

  • Native or fluent in Danish as well as English.
  • Applicable finance experience and knowledge of finance and capital markets
  • Dynamic communication skills
  • Highly articulate and personable with a strong, professional work ethic

If you are interested in discussing this opportunity further please forward a copy of your CV, a contact number and a time most convenient for me to follow up,

£60k benefits and bonus