Commercial Financial Planner For Private Banking

ING Private Banking & Wealth Management

Netherlands
Salary adjusted to skills + experience; 13th month...
Hybrid
Complex financial structure planning
Fiscal knowledge translation
Private banking client relations
You will act as a specialist in wealth planning, translating current fiscal knowledge into clear solutions for complex client structures

Job Summary

  • You will act as a specialist in wealth planning, translating current fiscal knowledge into clear solutions for complex client structures.
  • The role involves proactively identifying opportunities and risks for relationships while collaborating with relationship managers to optimize service delivery.
  • 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 complex client structures.

Salary

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

Skills & Requirements

Must-have

  • Complex financial structure planning
  • Fiscal knowledge translation
  • Private Banking client relations
  • DGA experience required
  • WFT Basis and Vermogen certification

Nice-to-have

  • Strategic relationship building
  • Commercial mindset and initiative
  • Informal and open team culture
  • Proactive opportunity identification
  • Flexible geographic dedication

Key Requirements

  • Academic degree in Finance or related field
  • Minimum 5 years Private Banking experience
  • Experience serving DGA's (Directors)
  • Valid WFT Basis and WFT Vermogen licenses
  • Expertise in Family Governance and Fiscaliteit

Work Rights

Not specified

Tailored Resume

Cover Letter