Dan Mortensen Email & Phone Number

Copenhagen, Denmark

Ensure a strong relationship between Nykredit Private Banking Elite and my client port folioCreate Wealth Management plans and managing HNWI clients wealth on a long term basis, bringing added value to my clients within all aspects of Wealth Management including structuring, tax and investmentsDevelopment of the overall Nykredit Private Banking business and execute on the overall initiatives

Establish a new private banking entity within the Danish marketStrengthen and grow the port folio by attracting new HNWI clients and further develop existing HNWI clients to Saxo Privatbank.

Copenhagen Area, Denmark

"Financial Innovation & Wealth management" Launch of new wealth management advisory businessDevelopment of a new and innovative product platformProduct adaption to match the Danish marketSales and specialized advice to HNWI clients in Denmark and across Europe.

Responsible for establishing and further developing Dexia private banking.Ensure daily business operations by focussing on execution of overall strategic private banking initiatives.Responsible for development of Dexia pension business and the operation hereof.Build, develop and maintain long term client relationships.

Daily operation of the bank – and meeting budget and targets.Motivating staff to meet their best potential.Motivating sales force to attract new clients and business.Sales and advice of key client segment – HNWI.

Establishing and further developing GE Capitals new business entity financing auto dealers and importers stock of used and new cars.Design and implementation of the concept of business.Build, develop and maintain long term client relationships with both dealers and importers.Participation in key project groups, e.g. Six Sigma.

Education record

Assurandør, Liv & Pension