Trond Hauge
Bedriftsrådgiver at SpareBank 1 SR-Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Experience
-
SpareBank 1 SR-Bank
-
Norway
-
Banking
-
700 & Above Employee
-
Bedriftsrådgiver
-
Apr 2022 - Present
-
-
Authorized Financial Advisor
-
Jan 2019 - May 2022
Works closely with families and individuals to provide customized recommendations to help them meet their financial goals - Consult with clients on investment strategies, products and services that are suitable for their needs - Respond to client questions and requests - Track and translate investment performance and make recommendations - Make reccomendations regarding "economic safety" - Builds a strong and long-term relationship with clients - Establishes a network of referrals - Balances referral activities, customer follow up, prospect building, and administrative tasks
-
-
-
Studentbolig Bergen AS
-
Bergen og omegn
-
Daglig Leder / Partner
-
Jun 2019 - Present
-
-
-
Danske Bank
-
Denmark
-
Financial Services
-
700 & Above Employee
-
Personal Banking - Financial Advisor / Investment Advisor
-
Dec 2016 - Jan 2019
- Works closely with families and individuals to provide customized recommendations to help them meet their financial goals- Consult with clients on investment strategies, products and services that are suitable for their needs- Respond to client questions and requests- Track and translate investment performance and make recommendations- Make reccomendations regarding "economic safety" - Builds a strong and long-term relationship with clients- Establishes a network of referrals- Balances referral activities, customer follow up, prospect building, and administrative tasks
-
-
Business Banking - Account Manager Danske Finans
-
Nov 2014 - Dec 2016
Danske Leasing is a part of Danske Bank group and Denmark's largest leasing company. With a focus on value-added financing offers Danske Leasing advice in close cooperation with Danske Bank financial branches and works closely with creditadvisors in order to offer proper solutions for companies in the region. In the context of Danske Leasing we buy inputs, which we make available to our customers in the business world. Operating costs may be production, agricultural and construction machinery and IT equipment and non-residential buildings.
-
-
Personal Banking - Financial Advisor / Investment Advisor
-
May 2011 - Dec 2014
- Works closely with families and individuals to provide customized recommendations to help them meet their financial goals- Consult with clients on investment strategies, products and services that are suitable for their needs- Respond to client questions and requests- Track and translate investment performance and make recommendations- Make reccomendations regarding "economic safety" - Builds a strong and long-term relationship with clients- Establishes a network of referrals- Balances referral activities, customer follow up, prospect building, and administrative tasks
-
-
-
Norkapital Gruppen
-
Norway
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Jan 2010 - May 2011
-
-
-
SpareBank 1
-
Norway
-
Banking
-
500 - 600 Employee
-
Insurance Consultant
-
Jun 2007 - Sep 2008
-
-
Education
-
Lancaster University
Master of Science, International Business (Economics) -
Danske Bank
Master, Mifid 5 (Investeringsrådgivning på nivå 5) -
Danske Bank
Autorisert Finansiell Rådgiver (Authorized fiancial adviser), Passed -
BI Norwegian Business School
Bachelor, Economics