Commercial Financial Planner For Private Banking

23

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

Job Summary

  • You will serve as the specialist for financial planning, translating complex fiscal knowledge into clear solutions for private banking clients.
  • The role involves proactively identifying opportunities and risks based on fiscal developments while collaborating with relationship managers to optimize service.
  • Employees benefit from a hybrid work model requiring at least two days in the office, including a fixed Wednesday, alongside competitive compensation and pension schemes.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Complex wealth structure planning
  • Fiscal expertise and family governance
  • Private Banking client relations
  • DGA advisory experience
  • WFT Vermogen certification

Nice-to-have

  • Commercial mindset and initiative
  • Strategic relationship building
  • Flexible geographic dedication
  • Proactive risk identification
  • Open to diverse insights

Key Requirements

  • Academic degree required
  • Minimum 5 years Private Banking experience
  • WFT Basis and WFT Vermogen certifications
  • Expertise in Fiscaliteit & Family Governance
  • Experience serving DGA's (Directors)

Work Rights

Not specified

Tailored Resume

Cover Letter