Client Portfolio Banker Ii

bankcarriere.nl

Develop and advise a+ client portfolios
Financial planning for clients
Proactive client needs assessment
You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning

Job Summary

  • You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning.
  • Your expertise allows you to acquire new clients and ensure the growth of your portfolio.
  • We offer you a clear objective, a unique offering and a flexible remuneration package with other benefits.

Matching Summary

You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning.

Skills & Requirements

Must-have

  • Develop and advise A+ client portfolios
  • Financial planning for clients
  • Proactive client needs assessment
  • Drive regional financial results
  • Collaborate with other product lines
  • Utilize sales and client management tools

Nice-to-have

  • Enthusiastic about helping others succeed
  • Proactive and entrepreneurial spirit
  • Passion for the financial world
  • Creative problem-solving skills
  • Team player with strong listening skills

Key Requirements

  • Fluency in French and German
  • Good communication in English
  • Adherence to MiFID legislation
  • Compliance and risk management knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter