P Posted byRecruiterThis role involves providing high-quality pure-play private banking services to a portfolio of HNW Nordic clients focused particularly on the Danish market. The successful candidate will be responsible for managing and growing a portfolio of high net-worth private clients, whilst offering investment, wealth management and planning services.
1. Manage and grow a portfolio of high net-worth private clients.
2. Provide tailored investment and wealth management solutions to clients.
3. Identify and exploit new business opportunities within the UK RnD market especially across the Danish nexus
4. Stay abreast of industry trends and regulatory changes within the financial services industry.
5. Contribute to the achievement of the group's financial targets.
Job ID JN -062024-6443151