Commercial Financial Planner For Private Banking

ING Private Banking & Wealth Management

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

Job Summary

  • You will act as a specialist in wealth planning, translating current tax knowledge into clear solutions for clients with complex structures.
  • The role involves proactively identifying opportunities and risks based on fiscal developments while collaborating with relationship managers to serve clients optimally.
  • 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 act as a specialist in wealth planning, translating current tax knowledge into clear solutions for clients with complex structures.

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 certification
  • 5+ years Private Banking client experience
  • Expertise in fiscal planning and family governance
  • Strong Dutch language skills

Nice-to-have

  • Commercial mindset with sales drive
  • Ability to explain complex topics simply
  • Proactive relationship building skills
  • Strategic thinking for long-term success
  • Experience with DGA structures

Key Requirements

  • Academic degree required
  • WFT Basis and WFT Vermogen certifications
  • Minimum 5 years Private Banking experience
  • Knowledge of Family Governance and Fiscaliteit

Work Rights

Not specified

Tailored Resume

Cover Letter