Wealth Specialist for Corporate Aalborg

Are you motivated to create value through advisory?

And would you like to work with clients where corporate and private finances are closely linked?

Then you may be the wealth specialist we are seeking to support our corporate advisors in Aalborg.

About the job as a wealth specialist

You help our business customers make good decisions within, among other things

• wealth matters, succession planning and winding up of a business
• insurances, including company pensions for companies and their employees
• wealth optimization based on estate planning, asset allocation, pension savings and tax optimization.

We want to be available to our customers and therefore offer flexible meeting formats. Meetings can take place at the client's address, in our premises at Eternitten, or at one of our other addresses in Aalborg. In this way we can meet different needs and preferences.

You work closely with the head of corporate customers to create good business and great customer experiences.

The department already has a skilled wealth specialist and three wealth advisors, giving you good opportunities for professional sparring. You will also receive professional support from the savings bank's central wealth centre in Vrå and the savings bank's other wealth specialists.

What you need to know to succeed in the role

You have experience in wealth advisory and a solid expertise in the pensions area.

As a person you take responsibility, see opportunities and thrive in relationships with both customers and colleagues. We expect you to contribute with your values, share your experiences and help create a good collegial and professional environment.

You thrive in a daily routine with many and varying tasks, because you are good at prioritizing and creating an overview.

You support the corporate advisors with advisory solutions and contribute to a well-functioning collaboration. If you work in a structured way and focus on follow-up, you have good prerequisites to do well in the role.

We believe that diverse experiences, perspectives, and backgrounds make cooperation, development, and the solutions we create for customers better. Therefore we value diversity and see it as a positive.

About the team in Corporate Aalborg

We are a team with a strong focus on both professional and personal development.

We have big ambitions for both our customers, our development and our well-being. At the same time we believe that good results are created through collaboration, trust and common sense. Our culture is characterized by a high degree of freedom, open dialogue and good spirits.

We work with the whole customer – both the company and the owner behind it. Therefore we have also employed private client advisors and specialists in the department, so we can come 'all the way around' the customer.

With you on the team, we will be twelve corporate advisers, six corporate supporters, two private client advisers, two wealth specialists and several capable student assistants.

We offer you an informal workplace where we place high importance on good collegiality, well-being and job satisfaction – and where we are always ready to do our part when needed. We ensure this, among other things, by regularly meeting in the team to spar with each other and reach out to our partners.

We know that people have different needs throughout life. Therefore we strive to create flexibility and balance between work and family life based on our core values.

Interested?

You can completely without obligation and of course in confidence contact Monica.

She will happily tell you more about what we expect from you in the role of wealth specialist.

If you are interested in the position, you can upload a short motivated application and an updated CV via the link on the right.

We want a workplace with room for diversity and encourage all qualified candidates to apply for the position regardless of background, experience or career path. The most important for us is that you want to contribute to the community and create good results together with us.

About the savings bank

Sparekassen Danmark is a mutual savings bank.

With our 403,000 customers and more than 1,900 employees, we are among the five largest financial institutions in Denmark. You can find us at 70 addresses across Jutland, Funen and Copenhagen.

We run a financial institution based on three values: Ambitious, common sense and trust.

In practice this means that we are ambitious about making a difference in customers' lives. That individuals have the freedom to use their sense/common sense in daily operations. And that we show mutual trust in each other, in our customers – and in the decisions made.

You can read more about the savings bank's purpose and values, and what you can expect to experience as an employee at the savings bank, on our careers site. Click here.

More information

If you would like to hear more about the job, you are welcome to contact

Monica Aaen

Regional Director, Corporate

Tel.: 82229840

Mobile: 28352790

[email protected]

Claus Johansen

HR Manager

Tel.: 96575098

Mobile: 30517178

[email protected]

Application

Apply for the job as soon as possible. We conduct ongoing interviews and hire when we have found the right colleague.

Application deadline: As soon as possible