Wealth Management Client Advisor

Quintet Denmark; København; On-site; DKK 837,000 - 1,060,200; Full time

Job summary

Quintet Denmark is looking for a Client Advisor to deliver personalized service and build sustainable relationships with clients. The role involves understanding client situations, managing investment strategies, and driving client acquisition.

The ideal candidate will have significant banking experience, knowledge of regulations, and be fluent in both Danish and English. This position is located in Copenhagen.

Qualifications

• Fluent in Danish and English is mandatory.
• Knowledge of banking laws and compliance procedures.
• Experience in a commercial banking environment.

Responsibilities

• Build optimal client service and experience.
• Continuously identify and create new client leads.
• Drive revenues through proactive relationship management.

Skills

Client-focused service

Critical thinking

Commercial skills

Education

Extensive experience in banking or finance

Tools

MS Office

AI tools and applications

Job description

Quintet Denmark is looking for a Client Advisor to deliver personalized service and build sustainable relationships with clients. The role involves understanding client situations, managing investment strategies, and driving client acquisition.

The ideal candidate will have significant banking experience, knowledge of regulations, and be fluent in both Danish and English. This position is located in Copenhagen.