Purpose of the Job
Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programs.
As Client Advisor at Quintet Private Bank Denmark, you bring your network into play and convert relevant prospective clients into business relationships. With deep insights into financial markets and investment products in all asset classes, you advise clients within the HNWI/UHNWI segment based on a holistic approach. With direct report to the Head of Quintet Aarhus, and as a part of our team in Denmark, you are expected to build your own portfolio of new clients, and take the initiative and responsibility to develop and maintain these relationships. As a pure private bank, Quintet considers all aspects of the clients' current investment portfolio and total wealth. With a “Family Office mindset” we look at the overall strategy, the ownership structure, next generations, and other relevant topics. Quintet will always aim to complement and optimize the client portfolio according to client´s investment strategy, based on an open architecture and independent approach, and very strong external partnerships.