Commercial Financial Planner For Private Banking

282

Netherlands
Salary aligned with skills + experience; 13th mont...
Hybrid
Academic degree in finance or related field
Wft basis and wft vermogen certifications
5+ years private banking client experience
You will act as a specialist in wealth planning, translating current fiscal knowledge into clear solutions for private banking clients

Job Summary

  • You will act as a specialist in wealth planning, translating current fiscal knowledge into clear solutions for private banking clients.
  • The role involves proactively identifying opportunities and risks for clients while collaborating with relationship managers to optimize service.
  • Employees benefit from a hybrid work model requiring at least two days on-site per week, including a fixed Wednesday office day.

Matching Summary

You will act as a specialist in wealth planning, translating current fiscal knowledge into clear solutions for private banking clients.

Salary

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

Skills & Requirements

Must-have

  • Academic degree in Finance or related field
  • WFT Basis and WFT Vermogen certifications
  • 5+ years Private Banking client experience
  • Expertise in fiscal planning and family governance
  • Experience with complex wealth structures

Nice-to-have

  • Strong commercial mindset and sales drive
  • Ability to translate complex topics simply
  • Proactive relationship building skills
  • Strategic thinking for long-term success
  • Openness to diverse insights and working styles

Key Requirements

  • Academic degree required
  • WFT Basis certification mandatory
  • WFT Vermogen certification mandatory
  • Minimum 5 years Private Banking experience
  • DGA (Director) experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter