Become a Wealth Advisor in Private Banking Elite Copenhagen – and make a difference for our customers

Do you want to help give our affluent clients the best the Nykredit group can deliver? This involves individual guidance and tailored solutions with the aim of creating profit for our clients.

As a wealth advisor in Private Banking Elite Copenhagen, you will have the opportunity to combine our commitment to the local community with all the opportunities and benefits we as a mutual bank can offer our clients and colleagues. We are not exactly like the others – and you will notice this when we welcome you as our new advisor.

Be part of creating great client experiences

As a wealth advisor you will be responsible for delivering holistic and personalised advice to the most affluent private clients in Denmark. Your focus will be to advise Private Banking clients in collaboration with the advisors in Private Banking Elite. We focus on the whole picture of the clients’ financial situation and offer financial solutions that cover all aspects for each family. We do this primarily by building a close relationship aimed at establishing a long, trust-based collaboration. Openness, professional competence and accessibility are keywords in our world.

We advise the client on

• Optimization of the composition of the wealth.
• Estate, will and beneficiary designations on pension schemes.
• Wealth transfer and gifts.
• Pension overview and analysis.
• Preservation of wealth.
• Planning of generational change and ownership structure.

In collaboration with the other advisers in Private Banking Elite you will develop individual solutions for the clients and thereby ensure a close and long-lasting relationship with Nykredit. Some of your key tasks will be:

• Advise and develop new and existing Private Banking clients.
• Proactively seek out new Private Banking clients.
• Keep clients’ needs and satisfaction in focus, e.g. by optimizing and assembling the right solutions for the clients.
• Help clients optimize their wealth – both when they want to save and when they want to use part of the wealth.

In return we promise development and opportunities for those who want and can.

Is it you we are looking for?

You have a proactive attitude, and you are ready to go the extra mile for the clients. Your success depends on your ability to strengthen client loyalty and create long-term client relationships. Your experience advising affluent clients – based on your solid wealth-management competencies – has made you business- and results-oriented, and therefore it comes natural to you to identify potential development opportunities among both existing and potential clients. In addition you have:

• solid experience in advising affluent clients,
• strong acquisitive and networking abilities,
• the ability to build long-lasting relationships and high client satisfaction,
• a financial education supplemented by e.g. HD or similar,
• proof of being a certified wealth advisor or having Insurance Academy level 4.

We look forward to welcoming you as our new colleague.

Develop solutions together with your colleagues

You are a true team player who likes to involve colleagues in your considerations and decisions when necessary to create the best solution for our clients. You also have the ability to clarify complex issues and to make complicated material understandable and accessible for our clients.

Your new team

Private Banking Elite is part of Private Wealth Management. Your base will be either in Copenhagen at Nykredit House. You plan your day yourself and you know that accessibility and flexibility are essential to create the special and exclusive client experience.

Would you like to know more?

You are welcome to contact me, Department Manager Pernille Kragh Lodahl, at tel. 51 84 63 75 or email [email protected] if you have questions about the position.

If you have questions about the recruitment process, you can contact the recruitment team at [email protected].

We invite candidates to interviews on an ongoing basis and look forward to receiving your application and CV.