Personal Banker Zone Centre

bankcarriere.nl

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Portfolio development and client advisory
Financial planning and investment solutions
Proactive client needs response
** The Personal Banker position at bankcarriere.nl involves managing a portfolio of high-net-worth clients, providing financial planning and investment solutions. The role emphasizes customer-centricity, proactive engagement, and teamwork to drive financial growth while adhering to compliance regulations. **

Job Summary

  • You are responsible for developing and advising a portfolio of A+ clients, offering solutions for wealth management, household protection, project financing, and retirement planning.
  • The role requires proactive commercial spirit, collaboration with regional colleagues, and contributing to the financial growth of the region through business opportunity detection.
  • The company offers a clear goal, a unique offer, flexible compensation package, personal and professional development opportunities, and a dynamic, innovative work environment.

Matching Summary

Match Score: 75

** The Personal Banker position at bankcarriere.nl involves managing a portfolio of high-net-worth clients, providing financial planning and investment solutions. The role emphasizes customer-centricity, proactive engagement, and teamwork to drive financial growth while adhering to compliance regulations. **

Skills & Requirements

Must-have

  • portfolio development and client advisory
  • financial planning and investment solutions
  • proactive client needs response
  • compliance with MiFID and risk management
  • use of CRM tools for client interactions
  • fluency in Dutch and good French communication

Nice-to-have

  • team collaboration and support
  • creative problem solving
  • digital banking channel guidance
  • public relations and networking activities
  • enthusiasm for helping others succeed

Key Requirements

  • perfect knowledge of Dutch
  • good communication in French
  • compliance with MiFID legislation
  • experience in financial services or banking
  • ability to meet deadlines and achieve objectives

Work Rights

Not specified

Tailored Resume

Cover Letter