Client Advisor - Denmark (Aarhus)

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programs.

As Client Advisor at Quintet Private Bank Denmark, you bring your network into play and convert relevant prospective clients into business relationships. With deep insights into financial markets and investment products in all asset classes, you advise clients within the HNWI/UHNWI segment based on a holistic approach. With direct report to the Head of Quintet Aarhus, and as a part of our 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” we look at the overall strategy, the ownership structure, next generations, and other relevant topics.  Quintet will always aim to complement and optimize the client portfolio according to client´s investment strategy, based on an open architecture and independent approach, and very strong external partnerships.

Key Accountabilities

Client Relationship Management

• 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

Risk management

• Act as a role model for business ownership and responsibility for risk management in line with our core values at any time or for any amount of revenue. Always does the right things, does not compromise on our high ethical standards in our interactions with each other or external stakeholders, e.g. clients and regulators

Knowledge and Experience

• Bachelor’s degree in economics/Finance, or bank graduate supplemented with HD or equivalent 
• Solid experience of wealth planning and/or investment advice in the banking sector, asset management industry, or a Family Office
• Documented practical experience with outgoing commercial activities
• A first experience from international private banking/wealth management is clearly an advantage

Attributes and Qualities

• Proactive
• Entrepreneurial mindset and business oriented
• High degree of empathy and integrity 
• Skilled communicator with a good eye for great business, based on long-term relationships.

Technical Skills

• Good understanding of IT and user level with MS Office

Languages Skills

• Your mother tongue is Danish with a solid level of English, both written and spoken.