Commercial Financial Planner For Private Banking

ING Private Banking & Wealth Management

Netherlands
Base: salaris afgestemd op jouw vaardigheden en er...
Hybrid
Financial planning expertise
Complex wealth structures
Private banking relationships
As a Financial Planner, you will be the specialist in wealth planning, working integrally (private and business) and translating current fiscal knowledge into clear solutions for our clients

Job Summary

  • As a Financial Planner, you will be the specialist in wealth planning, working integrally (private and business) and translating current fiscal knowledge into clear solutions for our clients.
  • You will be responsible for preparing financial plans for clients with more complex structures and proactively informing clients about potential opportunities and risks based on fiscal and societal developments.
  • You will receive opportunities for professional growth, the chance to make a crucial impact on the success and growth of Private Banking, and build a valuable network within and outside the organization.

Matching Summary

As a Financial Planner, you will be the specialist in wealth planning, working integrally (private and business) and translating current fiscal knowledge into clear solutions for our clients.

Salary

Base: Salaris afgestemd op jouw vaardigheden en ervaring; Bonus/Equity: 13e maand, 8% vakantiegeld; Benefits: 25–28 vakantiedagen, Pensioenregeling

Skills & Requirements

Must-have

  • financial planning expertise
  • complex wealth structures
  • private banking relationships
  • fiscal knowledge
  • commercial drive

Nice-to-have

  • open to new insights
  • creative and proactive
  • build sustainable relationships
  • entrepreneurial mindset

Key Requirements

  • Academic education
  • Knowledge of Fiscality & Family Governance
  • Knowledge of wealth structuring
  • WFT Basis and WFT Vermogen
  • Min. 5 years experience with Private Banking clients & DGA's

Work Rights

Not specified

Tailored Resume

Cover Letter