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Head of Investment Advisory & Support

ExperiencedNo visa sponsorship
Danske Bank logo

at Danske Bank

Investment Banking

Posted 2 days ago

No clicks

**Head of Investment Advisory & Support**: Lead investment advisory transformation at Danske Bank, driving commercial impact, and enabling better client support. Oversee a 10-person team, ensuring clear, compliant processes and communication across investment advisory. Requires strong investment advisory background, experience working across product and risk teams, and ability to drive change initiatives. Fluency in English and Danish. Drive commercial results, enable hybrid support, and collaborate with stakeholders. Apply ASAP; interviews ongoing.

Compensation
Not specified

Currency: Not specified

City
Copenhagen
Country
Denmark

Full Job Description

Location: Copenhagen V, Denmark

Are you ready to lead investment advisory transformation at Danske Bank? Join us to drive commercial impact, enable better advisory and shape the future setup in Personal Banking.

Danske Bank is enhancing how investment advisory is delivered as part of Forward 28, including changes to our value proposition, advisory model and product offering.

We are looking for a Head of Investment Advisory & Support in Advisory Support & Implementations, Personal Banking, to drive the commercial agenda within the investment area and, together with the business management, ensure that commercial goals are realized. The role operates in a setup with multiple stakeholders and regulatory requirements, where clear prioritisation and trade-offs are essential.

You will lead a team of 10 people responsible for the core setup surrounding investment advisory spanning processes, materials, communication and business support.

Your responsibilities

You will ensure that advisory processes, materials and communication are clear, compliant and usable in practice and that changes within products, tools and regulation are translated into daily advisory setup.

Key responsibilities include:

  • Driving and supporting commercial results within the investment area by turning business priorities into actions that improve advisory performance and help deliver commercial targets
  • Supporting the frontline with strong day-to-day enablement while driving the transition from human-led phone support toward hybrid support powered by AI agents.
  • Leading transformation initiatives across the investment advisory setup, including changes to the advisory model, tools, value proposition and ways of working in close collaboration with key stakeholders
  • Improve and maintain advisory processes, materials and communication so they are clear, compliant, effective and usable in daily practice

You will own a central part of how investment advisory is governed and enabled in Denmark. Working across product, tools, risk and frontline teams, you will help keep advisory relevant, compliant and effective while supporting the business in reaching its commercial targets in the investment area.

A great match

You bring strong experience within investment or wealth advisory and understand how advisory, product and regulation interact in practice. You have:

  • Solid understanding of investment advisory and regulatory requirements 
  • Experience working across product, risk and distribution 
  • Ability to translate complexity into clear processes and communication 
  • Experience contributing to change or transformation initiatives 
  • Fluent in English and good Danish language skills

You are structured, pragmatic and able to create alignment across stakeholders while ensuring follow-through. 

Interested?

At Danske Bank, you will join a skilled team focused on contributing to the banks success through collaboration, knowledge sharing, and timely execution.

If you are motivated to drive the commercial agenda within the investment area and ready to make a significant impact, apply now to join our team! For questions, please reach out to, Thomas Schmidt Rudolf, Head of Advisory Support & Implementation, at thru@danskebank.dk. Interviews will be held on an ongoing basis and application deadline is Sunday 14

th
June.

Head of Investment Advisory & Support

Compensation

Not specified

City: Copenhagen

Country: Denmark

Danske Bank logo
Investment Banking

2 days ago

No clicks

at Danske Bank

ExperiencedNo visa sponsorship

**Head of Investment Advisory & Support**: Lead investment advisory transformation at Danske Bank, driving commercial impact, and enabling better client support. Oversee a 10-person team, ensuring clear, compliant processes and communication across investment advisory. Requires strong investment advisory background, experience working across product and risk teams, and ability to drive change initiatives. Fluency in English and Danish. Drive commercial results, enable hybrid support, and collaborate with stakeholders. Apply ASAP; interviews ongoing.

Full Job Description

Location: Copenhagen V, Denmark

Are you ready to lead investment advisory transformation at Danske Bank? Join us to drive commercial impact, enable better advisory and shape the future setup in Personal Banking.

Danske Bank is enhancing how investment advisory is delivered as part of Forward 28, including changes to our value proposition, advisory model and product offering.

We are looking for a Head of Investment Advisory & Support in Advisory Support & Implementations, Personal Banking, to drive the commercial agenda within the investment area and, together with the business management, ensure that commercial goals are realized. The role operates in a setup with multiple stakeholders and regulatory requirements, where clear prioritisation and trade-offs are essential.

You will lead a team of 10 people responsible for the core setup surrounding investment advisory spanning processes, materials, communication and business support.

Your responsibilities

You will ensure that advisory processes, materials and communication are clear, compliant and usable in practice and that changes within products, tools and regulation are translated into daily advisory setup.

Key responsibilities include:

  • Driving and supporting commercial results within the investment area by turning business priorities into actions that improve advisory performance and help deliver commercial targets
  • Supporting the frontline with strong day-to-day enablement while driving the transition from human-led phone support toward hybrid support powered by AI agents.
  • Leading transformation initiatives across the investment advisory setup, including changes to the advisory model, tools, value proposition and ways of working in close collaboration with key stakeholders
  • Improve and maintain advisory processes, materials and communication so they are clear, compliant, effective and usable in daily practice

You will own a central part of how investment advisory is governed and enabled in Denmark. Working across product, tools, risk and frontline teams, you will help keep advisory relevant, compliant and effective while supporting the business in reaching its commercial targets in the investment area.

A great match

You bring strong experience within investment or wealth advisory and understand how advisory, product and regulation interact in practice. You have:

  • Solid understanding of investment advisory and regulatory requirements 
  • Experience working across product, risk and distribution 
  • Ability to translate complexity into clear processes and communication 
  • Experience contributing to change or transformation initiatives 
  • Fluent in English and good Danish language skills

You are structured, pragmatic and able to create alignment across stakeholders while ensuring follow-through. 

Interested?

At Danske Bank, you will join a skilled team focused on contributing to the banks success through collaboration, knowledge sharing, and timely execution.

If you are motivated to drive the commercial agenda within the investment area and ready to make a significant impact, apply now to join our team! For questions, please reach out to, Thomas Schmidt Rudolf, Head of Advisory Support & Implementation, at thru@danskebank.dk. Interviews will be held on an ongoing basis and application deadline is Sunday 14

th
June.