Danish Private Client Advice Associate
il y a 2 semaines
As a Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and suitable advice to prospective and existing clients. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.
**The Day-to-Day**:
- Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
- Partner with other internal groups to ensure smooth transition of cases
- Work on ad hoc group projects to help increase efficiency
- Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports
**Your Qualifications**:
- A University degree or equivalent combination of education/experience
- Fluent language proficiency in: Danish (Written and Verbal)
- Experience with financial planning and investment principles or industry exams preferable
- Produce quality work within a target timeline
- Eager to work in an energetic, collaborative environment to support high-volume output
Consultant: Daniel Guerra
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