Norwegian Investment Counsellor
Core
Manage relationships with high-net-worth clients in Norway, advising on financial markets and investments while educating them on portfolio changes.
Role type
Investment Counsellor (IC)
Builds
Long-standing client relationships and manages a book of high-net-worth relationships with approximately €100-150 million in assets.
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Private client relationship management, financial market knowledge, portfolio advisory, client education, cross-functional communication
Preferred skills
MiFID certification, CFA, proficiency in other European languages
Technologies
N/A
Responsibilities
Build long-standing relationships with high-net-worth clients, manage a book of high-net-worth relationships with approximately €100-150 million in assets, act as the conduit between clients, Investment Policy Committee, research and trading departments, proactively update clients on portfolio changes and market strategy, gain advanced finance and capital markets education through training
Seniority
Mid-level, 2+ years experience