Michael Kirk Email & Phone Number

Copenhagen, Capital Region, Denmark

Hellerup, Capital Region, Denmark

Copenhagen, Capital Region, Denmark

Copenhagen Area, Capital Region, Denmark

Financial PlanningIndependent Investment Advice

Copenhagen Area, Denmark

Overall responsibility for trading activities in the Nordic Market. Leading a small team of 4 Sales Traders.Managing my own book of 50 actively Trading clients,Member of the Nordic Management Team.

Building a new portfolio of Danish clients with assets above 500.000 EUR. Preparation of trade recommendations and case studies that are subsequently presented to customers.

Responsibility for an existing portfolio of global HNW clients. Customers with assets of at least 500.000 EUR, wishing active advice and trade reccomendations within different asset classes. Preparation of trade recommendations and case studies that we subsequently presented to customers.

Overall responsibility for trading activities in the Nordic market. I was responsible for building a new unit of investment advisers and at the same time create more structure in the services we offered clients. This involved coaching of up to 8 employees, and defining a clear strategy for our approach to the Nordic market. During this period, I continued to manage my portfolio of clients and develop trade recommendations.

Joined Saxo Bank with a task to raise awareness of our equity products internally, but also across a global portfolio of HNW clients. Managed my own portfolio of 50 HNW clients and produced trade recommendations on equities.

Joined Nordea after 10 years at Jyske Bank. Focus on building customer relationships and creating a portfolio of investment clients. Holding an excessive number of meetings with customers, where the concept was presented. In addition to client meetings and preparation of investment proposals, continuous adjustment of portfolios, so they were following the asset allocation and investment profile.

Joined a new team, which prime objective was to acquire new clients. Got a good understanding of the financial markets through my time in the investment center. It was my first job, where I worked 100 % with the financial markets and clients. Focused primarily on the stock market and gained extensive knowledge and experience.

Trainee Position. I took over an existing portfolio of small and medium sized companies. The tasks was primarily focused on relationship management and creating new business opportunities.

Trainee program.