Expert
Job responsibilities:
Generate business results and acquire new assets, both from existing client base and new client acquisition, with a focus on the Netherlands client market
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measure
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required qualifications, capabilities and skills:
Significant experience in Private Banking working with high net worth individuals in the Netherlands market, or related fields within financial services
Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience or demonstrated understanding of investments, banking and trust concepts including, but not not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong reputation with an established network
Preferred qualifications, capabilities and skills:
Asset allocation / multi asset class portfolio or sales experience is favourable
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
Fluency in Dutch and English
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