Edis Sabaredzovic
Senior Authorized Financial Advisor (FinAut)
OSLO
Summary
Accomplished Senior Authorized Financial Advisor at Sparebank 1 Sør-Norge, adept in investment planning and excelling in client relations. Leveraged expertise to mentor junior advisors, significantly enhancing team performance. Proven track record in wealth management and business development, consistently fostering client trust and achieving long-term financial goals.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Senior Authorized Financial Advisor
Sparebank 1 Sør-Norge
03.2015 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Facilitated new client onboarding process and investment account setup.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Master - Master of Management
OsloMet
Oslo, Norway 04.2001 -
One-year Study Program - Computer Science
NTNU
Trondheim, Norway 04.2001 -
Bachelor of Science - Business Economics
Høgskulen På Vestland
Haugesund, Norway 04.2001 -
Skills
Investment planning
Client Relations
Insurance decisions
Sales and Marketing
Financial Advising
Relationship building and management
Financial Planning
Wealth Management
Business Development
Asset Allocation
Timeline
Senior Authorized Financial Advisor
Sparebank 1 Sør-Norge
03.2015 - Current
Master - Master of Management
OsloMet
04.2001 -
One-year Study Program - Computer Science
NTNU
04.2001 -
Bachelor of Science - Business Economics
Høgskulen På Vestland
04.2001 -
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