Client Investment Specialist - Quintet Denmark

Purpose of the Job

Quintet Danmark - A 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. 
We are a bank headquartered in Luxembourg, with branches in Denmark, Germany, Belgium, Netherlands and a subsidiary in the UK and supervised by the ECB 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 programmes. 

The CIS that will join Quintet Danmark will become a key player in delivering exceptional investment solutions.

As an investment specialist and advisor, you will work closely with bespoke clients, providing expert guidance on advisory and discretionary investment services.

Not only will you be part of our local team, but you’ll also join a powerful network of 45 specialists across the group, all working together to elevate service excellence and enhance the client experience. Your expertise will directly contribute to the high standards that set us apart.

This role offers an exciting opportunity to engage in cross-border projects on investment management, portfolio construction, and process optimization. You’ll play an active role in shaping the future of our services, developing innovative solutions that drive success locally and group-wide.

Key Accountabilities

Client partner: Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the Advisory offering, partnering with the Client Advisors, the CIS Team in Luxembourg to address and deliver the Discretionary offering and being innovative and tenacious in meeting client needs.

• Support for investment proposals & portfolio reviews for “bespoke” clients in adviso-ry.
• Lead for delivering recommendation & executing client requests for “bespoke” advi-sory portfolios

ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:

• Provide an active feedback loop to colleagues in ICS on offering development, in-vestment views, and product recommendations
• Communicate our house view to clients, ensuring high quality ‘after sales’ content for advisory mandates and wealthy discretionary portfolios, when needed and re-quested by clients.
• Implementation of investment views: ensure the different investment views are de-livered and reflected in Bespoke advisory solutions.
• Act as the ambassador of the Investment capabilities of our Group (i.e. Asset Alloca-tion, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)

Client Advisors partner: ensure we drive a holistic approach to client relationships

• Help develop, pitch and oversee customised solutions tailored to the needs of wealthy clients
• Support Client Advisors in executing orders from Advisory clients. 

Knowledge and Experience

• 5 years of experience in a similar role, or as Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction.

Attributes and Qualities

• Team spirit
• Flexibility to manage multiple interactions at the same time
• Commercial and proactive mindset
• Abibility to adapt messages and advice to clients with different levels of knowledge and expertise
• Detail-oriented
• Analytical
• The drive to feed Client Advisors with ideas

Technical Skills

• Financial Market techniques
• Portfolio construction
• Refinitiv
• Morningstar
• strong Excel skills
• ideally some experience with Visual Basic

Languages Skills

• Fluent in Danish, English
• Any other language will be considered an advantage