Commercial Financial Planner For Private Banking

224

Netherlands
Salary adjusted to skills + experience; 13th month...
Hybrid
Complex wealth structure planning
Fiscal expertise and family governance
Private banking client relationship management
You will act as the specialist for wealth planning, translating complex fiscal knowledge into clear solutions for private banking clients

Job Summary

  • You will act as the specialist for wealth planning, translating complex fiscal knowledge into clear solutions for private banking clients.
  • The role requires a commercial mindset to actively contribute to growth goals through acquisition trajectories and deepening existing client relationships.
  • Employees benefit from a hybrid work model with a fixed office day on Wednesday, along with 25-28 vacation days and an 8% holiday pay.

Matching Summary

You will act as the specialist for wealth planning, translating complex fiscal knowledge into clear solutions for private banking clients.

Salary

Salary adjusted to skills and experience; 13th month salary; 8% holiday pay

Skills & Requirements

Must-have

  • Complex wealth structure planning
  • Fiscal expertise and family governance
  • Private banking client relationship management
  • DGA (Director) experience required
  • WFT Vermogen certification mandatory

Nice-to-have

  • Commercial mindset and sales drive
  • Proactive opportunity identification
  • Strategic long-term relationship building
  • Flexible geographic dedication
  • Informal and open team culture

Key Requirements

  • Academic degree in Finance or related field
  • Minimum 5 years Private Banking experience
  • WFT Basis and WFT Vermogen certifications
  • Deep knowledge of Fiscaliteit & Family Governance
  • Experience serving DGA's and complex structures

Work Rights

Not specified

Tailored Resume

Cover Letter