Pa
Current
Scheelsminde Invest Og Rådgivning
Aug 2020 - Present
AeroLeads people directory · profile
Lis Kirk Email & Phone Number
PA, Værtinde, Poder, Investering, Pension, Formuerådgivning, Opsøgende, Relationsskabende, Arrangementskoordinator
at
Falck
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
PA, Værtinde, Poder, Investering, Pension, Formuerådgivning, Opsøgende, Relationsskabende, Arrangementskoordinator
Location
North Denmark Region, Denmark, Denmark
Company size
Who is Lis Kirk? Overview
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Quick answer
Lis Kirk is listed as PA, Værtinde, Poder, Investering, Pension, Formuerådgivning, Opsøgende, Relationsskabende, Arrangementskoordinator at Falck, a company with 5502 employees, based in North Denmark Region, Denmark, Denmark. AeroLeads shows a matched LinkedIn profile for Lis Kirk.
Lis Kirk previously worked as PA at Scheelsminde Invest Og Rådgivning and Poder at Falck. Lis Kirk holds Compliancekursus from Finansforbundet.
Company email context
Email format at Falck
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Falck
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Profile bio
About Lis Kirk
Tillid og troværdighed er altafgørende for at skabe langvarige relationer og høj kundetilfredshed.KERNEKOMPETENCER: + INVESTERING:Med 15 år som Investeringsrådgiver i Nordea, har jeg stor erfaring med at rådgive formuende kunder om investering i værdipapirer, samt drøftet afkast og risiko profil.Compliance - AML, hvidvask og økonomisk kriminalitet er en integreret del af min rådgivning.+ FORMUESTRUKTUR / PENSION:Jeg tænker holistisk og rådgiver om strategisk formuestruktur herunder relevant pensionsrådgivning . Jeg beskrives som værende god til at formidle komplekse ting så de gøres simple og forståelige.+ FORRETNINGSFORSTÅELSE:Jeg tænker forretningsorienteret, opsøger muligheder, og motiveres af at lave forretninger. Det kan være nye investorer, eller omlægning af bestående investeringer for at skabe størst muligt afkast og tilpasse den aftalte risiko.+ AKKVISITIV / OPSØGENDE:Har gennem mange års erfaring som opsøgende, haft succes med proaktivt at identificere, og opsøge nye investorer, gennem mit brede og effektive netværk, samt gennem bestående investorer. Jeg har arrangeret og gennemført arrangementer for potentielle investorer.Jeg har et stort drive, er ambitiøs og nysgerrig, og motiveres af at møde nye investorer. + RELATIONER:Intet af ovenstående havde være muligt uden min evne til at skabe relationer. Jeg har let ved at skabe kontakt til folk på alle niveauer, ligesom langvarige relationer og højeste kundetilfredshed er mit varemærke.For mig er det altafgørende at bidrage med gode kundeoplevelser.
Current workplace
Lis Kirk's current company
Company context helps verify the profile and gives searchers a useful next step.
Falck
13 roles · 18 years
Lis Kirk work experience
A career timeline built from the work history available for this profile.
Poder
Current
Jan 2022 - Present
Værtinde Og Event Medarbejder
Current
Mar 2021 - Present
Udland, Investering Og Pension
Sep 2019 - Nov 2019
Senior Private Banker
Senior Specialist på Investering - Investeringsrådgiver - Udarbejde investeringsforslag - sparring med kunden - handel af værdipapirer - Skabe overblik over den samlede formue og lave forslag til optimering af formuen
Jun 2017 - May 2019
Senior Private Banker
Private Banking E-branch, Randers - Investeringsrådgiver for kunder hvor dialogen foregår som skype møde / telefon møde - Udarbejde investeringsforslag - sparring med kunden - handel af værdipapirer - Skabe overblik over den samlede formue og lave forslag til optimering af formuen
Jun 2015 - Jun 2017
Senior Private Banker
Private Banking, Aalborg - Investeringsrådgiver for kunder med mere komplekse investeringer - Udarbejde investeringsforslag - sparring med kunden - handel af værdipapirer - Skabe overblik over den samlede formue og lave forslag til optimering af formuen
Mar 2009 - Jun 2015
Arrangementskoordinator
Ansvar for planlægning, afholde og opfølgning på arrangementer i forbindelse med nye kunder til Nordea.
2008 - 2011
~3 yrs
Private Banker
Private Banking, Aalborg - Investeringsrådgiver - Udfærdigelse af investeringsforslag og efterfølgende handel af værdipapirer.
Sep 2004 - Mar 2009
Kunderådgiver
Fra 1999 til 2004 bankrådgiver for formuende kunder - herunder Private Banking kunder
Jul 1975 - Sep 2004
Apr 1997 - Sep 1999
Elev
Jul 1973 - Jul 1975
Fritidsjob
Ekspedition i Vin og tobaks afdelingen, samt hjælp i Salling super.
Nov 1970 - Jun 1973
Team & coworkers
Colleagues at Falck
Other employees you can reach at falck.com. View company contacts for 5502 employees →
CL
Chanda Laxminarayana
Colleague at Falck
Hyderabad, Telangana, India, India
View →
DS
Desi Sukasti Loumann
Colleague at Falck
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
EB
Emil Bergquist
Colleague at Falck
Motala, Östergötland County, Sweden, Sweden
View →
TJ
Tommytang Jensen
Colleague at Falck
Central Denmark Region, Denmark, Denmark
View →
CC
Claudia Conceição
Colleague at Falck
Macaé, Rio De Janeiro, Brazil, Brazil
View →
EM
Eduard Moreno
Colleague at Falck
Barcelona, Catalonia, Spain, Spain
View →
UE
Ulrika Eurén
Colleague at Falck
Greater Stockholm Metropolitan Area, Sweden
View →
RR
Riley Russell
Colleague at Falck
San Juan Capistrano, California, United States, United States
View →
MB
Mathilde Braux
Colleague at Falck
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
SW
Siriporn Wongurai
Colleague at Falck
Bangkok, Bangkok City, Thailand, Thailand
View →
Chanda Laxminarayana
Colleague at Falck
Hyderabad, Telangana, India, India
View →
DS
Desi Sukasti Loumann
Colleague at Falck
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
EB
Emil Bergquist
Colleague at Falck
Motala, Östergötland County, Sweden, Sweden
View →
TJ
Tommytang Jensen
Colleague at Falck
Central Denmark Region, Denmark, Denmark
View →
CC
Claudia Conceição
Colleague at Falck
Macaé, Rio De Janeiro, Brazil, Brazil
View →
EM
Eduard Moreno
Colleague at Falck
Barcelona, Catalonia, Spain, Spain
View →
UE
Ulrika Eurén
Colleague at Falck
Greater Stockholm Metropolitan Area, Sweden
View →
RR
Riley Russell
Colleague at Falck
San Juan Capistrano, California, United States, United States
View →
MB
Mathilde Braux
Colleague at Falck
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
SW
Siriporn Wongurai
Colleague at Falck
Bangkok, Bangkok City, Thailand, Thailand
View →
8 education records
Lis Kirk education
Compliancekursus
Finansforbundet
Bolig - Kompetencemåling
Relation Og Akkvisitiv Uddannelse
Intenz - Akkvisitiv
Forsikringsakademiet, Pension Og Forsikring
Forsikringsakademiet
Certificering / Kompetencemåling
Personligt Lederskab
Københavns Gestalt Institut
Finansiel English 1
Merkonom I Finansiering
FAQ
Frequently asked questions about Lis Kirk
Quick answers generated from the profile data available on this page.
What company does Lis Kirk work for?
Lis Kirk works for Falck.
What is Lis Kirk's role at Falck?
Lis Kirk is listed as PA, Værtinde, Poder, Investering, Pension, Formuerådgivning, Opsøgende, Relationsskabende, Arrangementskoordinator at Falck.
Where is Lis Kirk based?
Lis Kirk is based in North Denmark Region, Denmark, Denmark while working with Falck.
What companies has Lis Kirk worked for?
Lis Kirk has worked for Scheelsminde Invest Og Rådgivning, Falck, Musikkens Hus, Merkur Andelskasse, and Nordea.
Who are Lis Kirk's colleagues at Falck?
Lis Kirk's colleagues at Falck include Chanda Laxminarayana, Desi Sukasti Loumann, Emil Bergquist, Tommytang Jensen, and Claudia Conceição.
How can I contact Lis Kirk?
You can use AeroLeads to view verified contact signals for Lis Kirk at Falck, including work email, phone, and LinkedIn data when available.
What schools did Lis Kirk attend?
Lis Kirk holds Compliancekursus from Finansforbundet.
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