Investment and Wealth Advisor at Beierholm Financial Advisory, Aarhus

Investment- and Wealth Advisor for Beierholm Financial Advisory, Aarhus

Engaged and proactive investment- and wealth advisor for wealthy owner-managers

We are looking for you who have the skills and the willingness to become one of Denmark's best advisers in providing independent investment- and wealth advice that creates added value for clients. You will work with strategic investment advisory, portfolio construction, and value-creating allocation of clients' total wealth.

At Beierholm Financial Advisory we work with trustworthy investment- and wealth advising according to a set of ethical guidelines that ensure the advice is independent and that clients know the adviser is on their side. The role is based at Beierholm's office in Aarhus.

Professional overview creates value

With us you enter into free and open frameworks and join a coordinated team of strong and competent Investment- and Wealth Advisers, while you also get interfaces to skilled auditors and other specialists at Beierholm, e.g. in Tax, Law, VAT, Corporate Finance, etc. In collaboration with the team around the client, you contribute to delivering valuable, holistic, and competent advice that fits the individual client's needs.

We attach high importance to offering advice at eye level with professionalism and proactivity. This means we deliver concrete value and keep our promises. We believe in long-term relationships, and it is therefore important that we understand our clients' challenges.

You will become a central advisor in relation to clients' investment decisions and gain real responsibility to challenge and qualify their choices – always based on independent advice.

You will become part of Beierholm Financial Advisory, which consists of 31 competent colleagues with a good collaborative atmosphere. You will therefore always have a colleague to brainstorm with. We look forward to you joining and strengthening the team further. We value each other’s contributions and solve tasks in an informal atmosphere where it is possible to balance your career and your private life.

What tasks will you perform?

You will compose and present individually tailored solutions that take as their starting point the client's total financial situation and therefore add maximum value to the client. You must ensure that clients feel well advised when you professionally and with genuine interest collaborate with them to create the best possible solution.

Tasks include

• Holistic investment advisory to wealthy owner-managers and their companies, including strategy, asset allocation, and portfolio composition
• Ongoing sparring on investment decisions and optimization of the client's overall investment structure
• Advice on risk profile, return expectations, and diversification across asset classes
• Independent assessment of existing investments
• Pension- and wealth advisory in conjunction with the client's overall finances
• Advice on real estate financing, including both guidance on new financing and debt management of existing financing
• Comprehensive advisory in the short and long term
• Opportunity to contribute to building your own client portfolio
• Sparring with colleagues on professional issues

What do you bring?

You have completed a financial education, preferably supplemented by a wealth- or pension-advisor qualification and/or HD in financial advisory, financing or accounting; in addition we expect that:

• You have solid experience providing advice to clients, e.g. from a financial institution.
• You have good empathy to understand clients' situations, needs, desires, and possibilities.
• You are good at communicating and simplifying complex issues in an equal dialogue.
• Your credibility ensures you build long-term client relationships.
• You are outgoing
• Experience with investment advisory, portfolio management, or asset management
• Insight into financial markets and investment products

The day-to-day work is characterized by high client activity. Therefore, it is an advantage that you thrive in an outgoing and proactive role. To succeed in the role, your ability to build and maintain relationships and to collaborate will help you in daily tasks. Your contact surface is large, and you thrive in the role as a trusted advisor both inside and outside the organization.

What do you get as an Investment- and Wealth Advisor at Beierholm Financial Advisory?

As an Advisor you get a role with professional challenges where the possibilities for advisory are truly unique. You will have the opportunity to further develop your existing professional and personal skills so you become even more competent in advising affluent private clients and self-employed/entrepreneurs.

At the same time we offer

• An independent job in a busy everyday life where you are expected to be able to and want to shape development.
• A role in a department with a high professional level, dedicated colleagues, and a unique camaraderie characterized by an informal tone.
• A leader who is approachable and who both supports and challenges your personal development.
• Tools that support your advisory and show impact calculations to the client.

We offer an exciting job in a healthy company with a strong culture that accommodates both people, business and ambition. Beierholm is a workplace that this year again has been named one of Denmark's best (Great Place to Work®).

Application

We look forward to hearing from you and discussing how your experience and ambitions fit with Beierholm. If you have questions about the position, you are welcome to contact Recruitment Consultant Minela Ogric at [email protected] or +45 50 59 68 28.

We hope you can start as soon as possible. We evaluate and call candidates for interviews on an ongoing basis, so do not wait to send your CV and a motivated application.

As part of the process we use personality profiles and problem-solving tests, all to ensure the optimal match for both parties.

Application deadline

Start date

Place of work: Central Jutland, Aarhus

Employment form: Permanent