Not specified (assumed office-based or hybrid due to the nature of the role).
Legal and fiscal wealth planning advice
Structuring intra-familial business transfers
Client relationship building
The Wealth Analysis & Planning Expert position at bankcarriere.nl focuses on providing legal and fiscal advice for wealth planning to clients of Private Banking. The role emphasizes collaboration with Private Bankers to enhance client relations and the company's reputation as a preferred banking partner
Job Summary
You will provide added-value legal and fiscal advice on wealth planning and structuring to Private Banking clients and prospects to create leverage for commercial activities and emphasize ING Private Banking's expert image.
The role offers personal growth, challenging work, and a dynamic environment with innovative colleagues supporting your efforts alongside flexible remuneration and benefits.
ING Private Banking is focused on customer-centricity, driven by technology and intelligent people, enabling clients to stay ahead in life and business.
Matching Summary
Match Score: 85
The Wealth Analysis & Planning Expert position at bankcarriere.nl focuses on providing legal and fiscal advice for wealth planning to clients of Private Banking. The role emphasizes collaboration with Private Bankers to enhance client relations and the company's reputation as a preferred banking partner.
Skills & Requirements
Must-have
legal and fiscal wealth planning advice
structuring intra-familial business transfers
client relationship building
commercially oriented advisory
multilingual communication skills
presentation and training delivery
Nice-to-have
proactive opportunity identification
team player with positive attitude
assertive and flexible approach
strong external networking skills
respect for ethics and procedures
Key Requirements
Master's degree in Law
Additional master's in Taxation or Notary recommended