Investeringsrådgiver til Nextgen

Investments Advisory is responsible for driving investment and pension activities in the region/market area and coordinating related technical support.

Work includes:

• Providing customers and prospects with holistic financial advice
• Developing financial portfolios based on customers' financial needs and objectives
• Using knowledge of tax and investment strategies, securities, insurance, and pension plans
• Selling financial products such as stocks, bonds, mutual funds, and insurance
• Using approved credit analysis fundamentals and processes to finalize product sales
• Supporting external stakeholders with special audits in the market area

Impact:

• Established and fully self-performing professional individual contributor
• Plans and completes the assignments in the majority of cases independently
• Work is reviewed for overall technical soundness

Comms & Interaction:

• Communicates with contacts typically within the department on matters that involve obtaining or providing information requiring some explanation or interpretation in order to reach agreement
• May work to influence parties within their own function at an operational level

Innovation:

• Responsible for making adjustments or recommended enhancements in systems and processes to solve problems or improve effectiveness of job area
• Problems and issues faced are general, and may require understanding of broader set of issues but typically are not too complex
• Problems may require understanding of other job areas
• Problems are typically solved through drawing from prior experiences, with analysis of the issue

Knowledge:

• Requires practical knowledge of job area typically obtained through advanced education combined with experience
• May provide guidance and assistance to entry level professionals and/or support employees