Relationship Manager Private Banking & Wealth Management

23

Zwolle, Netherlands
Salaris afgestemd op kwaliteiten en ervaring; 13e ...
5+ years in private banking relationship management
Deep knowledge of wealth structuring and family governance
Proven track record in acquiring high-net-worth clients
You will serve as the strategic point of contact for complex wealthy clients, building strong and lasting relationships

Job Summary

  • You will serve as the strategic point of contact for complex wealthy clients, building strong and lasting relationships.
  • The role involves actively acquiring new high-net-worth clients through your own network and central leads while growing assets under management.
  • Employees benefit from a competitive salary, up to 28 vacation days, a pension scheme, and an individual savings contribution of 3.5%.

Matching Summary

You will serve as the strategic point of contact for complex wealthy clients, building strong and lasting relationships.

Salary

Salaris afgestemd op kwaliteiten en ervaring; 13e maand salaris; Individuele spaarbijdrage (BIS) van 3,5%; 8% vakantiegeld

Skills & Requirements

Must-have

  • 5+ years in private banking relationship management
  • Deep knowledge of wealth structuring and family governance
  • Proven track record in acquiring high-net-worth clients
  • Strong network within the local region
  • Expertise in investment advice and credit lending

Nice-to-have

  • CFP certification preferred
  • Experience with Single Family Office relationships
  • Passion for building sustainable client relationships
  • Ability to collaborate across business units
  • Strategic mindset for identifying growth opportunities

Key Requirements

  • Minimum 5 years experience in relationship management
  • WFT Basis, Vermogen, Hypothecair Krediet, and Mifid Adviseren Maatwerk certifications
  • Academic level of education and work experience
  • In-depth knowledge of financial planning and asset structuring

Work Rights

Not specified

Tailored Resume

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