Wealth Specialist for Jammerbugt

Are you motivated to build relationships, and are you good at translating professional complexity into a language that customers understand?

Then you may be the wealth specialist we are seeking for our market area in Jammerbugt.

At Sparekassen Danmark we experience great openness when we approach potential new customers. Our local knowledge and personal approach give us a good image among the business community. At the same time we do our best to ensure our existing customers thrive, because we know that satisfied customers are good ambassadors for us.

Om jobbet som formuespecialist

Your task will be to advise our commercial customers in areas such as

• wealth matters, succession planning and business cessation
• insurances, including company pension for companies and their employees
• wealth optimization based on estate planning, wealth placement, pension savings and tax optimization.

We want to be accessible to our customers, so we offer flexible meeting formats. Therefore you should expect a workday where customer meetings take place at the customer's address or in our local branches in the savings bank.

You will work closely with colleagues in the business area to create good business and customer experiences together. At the same time you'll have a professional responsibility and act as a sparring partner within your specialist area.

You will be part of a team consisting of four wealth specialists and two wealth advisors in Region Westvendsyssel. In addition you will get professional support from the savings bank's central wealth center in Vrå.

For at klare dig godt i rollen er det her vigtigt for dig at vide

The role as wealth specialist requires a high professional level in pension and wealth. You have experience as a wealth advisor or similar, giving you the prerequisites to provide customers with professional advice and colleagues with valuable sparring.

As a person you are good at networking and building relationships. After a structured onboarding and introduction to our workflows, systems and colleagues in the savings bank we expect you to be able to plan and organize your daily work on your own.

In the savings bank we invest in people. It is therefore essential to us that you contribute to creating a good collegial and professional environment where there is room for diversity.

We would like you to have a good knowledge of the market area.

Om teamet

We are a team that focuses a lot on both professional and personal development. We constantly want to share new knowledge and experience with each other through experiential learning (erfa) and sparring.

There is a high level of activity with customers who want us and the savings bank as a whole. We therefore spend time on coordination, so we pull together and ensure growth, while maintaining high employee satisfaction.

Our culture is characterized by a high degree of freedom, an informal tone and high spirits.

Kom med på holdet

We hope you are interested in the position and can see yourself on the team. If you want to hear more, you are very welcome to contact us.

Om sparekassen

Sparekassen Danmark is a mutual savings bank.

With our 392,000 customers and 1,800 employees, we are among the six largest financial institutions in Denmark. You can find us at 71 addresses across Jutland, Funen and in Copenhagen.

We run a financial institution based on three values: Ambitious, sound judgement 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 sound judgement in daily operations. And that we show mutual trust in each other, in our customers – and in the decisions that are 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 career site. Click here.

More information

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

Søren Kjær Christensen

Commercial Director

Phone: 82229781

Mobile: 30688442

[email protected]

Mark Fjelking

HR Consultant

Phone: 96575390

Mobile: 23876711

[email protected]

Application

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

Application deadline: As soon as possible