Investment Performance Specialist

4 days ago


London, Greater London, United Kingdom Euro London Appointments Full time
Job Description

Are you passionate about finance and investments? Do you excel in building strong client relationships and crafting innovative investment strategies? Euro London Appointments is a leading financial services firm known for their commitment to client success and cutting-edge financial and investment solutions.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with Danish-speaking clients, understanding their needs and financial objectives.
  • Investment Strategy Development: Develop and implement customized investment strategies, focusing on maximizing returns while managing risk.
  • Risk Assessment and Management: Evaluate financial risks and develop strategies to mitigate potential losses.
  • Data Analysis: Utilize advanced data analysis and Excel skills to analyze market trends and investment opportunities.
  • Collaboration: Work closely with the sales and analytics teams to support business development and client acquisition efforts.
  • Performance Monitoring: Regularly review and report on investment performance, making adjustments to strategies as needed.
Requirements:
  • Language Skills: Fluency in Danish and English (both written and spoken).
  • Education: Bachelor's degree in finance, economics, business, or a related field. Relevant experience in investment advising may be considered in lieu of a degree.
  • Experience: Proven experience in investment advisory or a related financial role desirable.
  • Skills: Proficiency in Microsoft Excel and data analysis tools. Familiarity with financial software and platforms is a plus.
  • Interpersonal Skills: Strong interpersonal skills with a knack for building rapport and trust with clients.
What We Offer:
  • Competitive Salary: Enjoy a competitive salary with performance-based bonuses.
  • Benefits Package: Comprehensive benefits package.
  • Professional Development: Access to continuous professional development and career advancement opportunities.


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