Jan Kokkim

Jobber med å videreutvikle SpareBank 1 Forvaltnings posisjon innen kapitalforvaltning og investerings- rådgivning. Jobber i tett samarbeid med SpareBank 1-bankene og deres Private Banking-miljøer, på tvers av hele Norge, for å sikre vekst og utvikling i segmentet. Dette innebærer strategisk arbeid med produktutvikling, markedstilnærming og relasjonsbygging – alt med mål om å levere verdi til kundene og styrke SpareBank 1s samlede tilbud innen formuesforvaltning.

Leading a team of 10 product specialists with responsibility for investment recommendations within equities, bonds and derrivates toward Private Banking clients across the Nordics. Driving initiatives for direct client & advisor investment communication: morning calls, newsletters, videos and reports.

Deputy Head responsibilities for the Investment Products & Offering organization consisting of 7 teams and ~70 employees. Leading a team of 8 business developers, project managers and product specialists with responsibility over the investment value proposition for Nordic retail customers. Driving key strategic initiatives for investment business growth, regulatory changes and product offering improvements.

Leading leaders. 3 Global teams. 3 leaders, 35 employees. Discretionary Offerings: Owner of all discretionary and fund-of-fund solutions in all countries, including product development, regulatory requirements, suitability, pricing and all forms of communication. Investment Advice & Recommendation: Ownership of recommendations and investment portfolios to all customer segments. Select, align and communicate advisory messages on investment products. Investment Specialists: creating and maintaining Danske Bank's view on the most attractive single line equities and fixed income products i.e. the publication Single Lines- Corporate bonds, which includes IG, HY and Green bonds. Communication, morning calls and education of advisors.

Leading leaders. Building up 6 teams. Responsible for building a Global unit catering for all investment areas: Owner of Product Committee, Product Governance unit, Manager and Fund Selection, Discretionary offering, Investment Advice, Product development and new investment value proposition.

Leading and responsible for building a new team catering for investment offering, advisory process, investment content, tools and communication towards advisors. Customer segments; Retail Banking, Private Wealth and Corporate customers. Responsible for Danske Bank Market View and communication towards media regarding investments. Member of Global Wealth Management Team.

Managed a team of 18 Product Specialists in all Nordic countries within the areas of investment products, advisory tools, communication, regulation and training. Developed and implemented a fully aligned Nordic unit. Simplified the processes on communication from physical to more digital webinars, films, podcasts etc. Introduced a new agile way of working ( SAFe). Member of Nordic Wealth Management Group.

Managing a team of 6 Product Managers in Norway Product owner of Discretionary Product in Private Banking. Main responsibilities for the distribution, implementation and communication of the entire product universe for Private Banking and Retail Banking. Development of new investment products. Member of Global Management team.

Product Specialist. Responsible for recommended portfolios. Product development and selection of investment universe for Private and Retail Banking. Training and education of advisors.

Managing a team of 12 Private Banking Advisors focusing on Affluent, High Net Worth and Corporate segments. Strong sales results and consistent growth while building a solid team culture.

Managing a team of 6 Private Banking Advisors in the affluent segment.

Holistic Investment advice towards Affluent and High Net Worth individuals. Build and maintain customer portfolio.

Responsible for client portfolio providing holistic advice towards Private Banking clients.

Financial advice to private and corporate clients.