Commercial Financial Planner For Private Banking

ING Private Banking & Wealth Management

Netherlands
Salary aligned with skills + experience; 13th mont...
Hybrid
Complex financial structure planning
Fiscal expertise and family governance
Private banking relationship management
The role involves creating integrated financial plans for clients with complex wealth structures while translating fiscal knowledge into clear solutions

Job Summary

  • The role involves creating integrated financial plans for clients with complex wealth structures while translating fiscal knowledge into clear solutions.
  • Candidates will work collaboratively with relationship managers to drive portfolio growth through proactive acquisition and deepening of client relationships.
  • The position offers a hybrid working model with a minimum of two days in the office, including a fixed Wednesday, alongside competitive benefits like a 13th-month salary.

Matching Summary

The role involves creating integrated financial plans for clients with complex wealth structures while translating fiscal knowledge into clear solutions.

Salary

Salary aligned with skills and experience; 13th month included; 8% holiday pay

Skills & Requirements

Must-have

  • Complex financial structure planning
  • Fiscal expertise and family governance
  • Private banking relationship management
  • DGA client experience
  • WFT Basis and WFT Vermogen certification

Nice-to-have

  • Strategic commercial mindset
  • Proactive opportunity identification
  • Informal and open team culture
  • Strong networking abilities
  • Creative problem-solving skills

Key Requirements

  • Academic degree required
  • Minimum 5 years Private Banking experience
  • WFT Basis and WFT Vermogen certifications
  • Expertise in tax law and family governance
  • Fluent Dutch language skills

Work Rights

Not specified

Tailored Resume

Cover Letter