Account manager / vermogenspartner - vrije beroepen: Noord-Oost Limburg
Core
Account manager and wealth partner for self-employed professionals in the North-East Limburg region, focusing on long-term relationships, asset growth, and financial advice.
Role type
Senior IC wealth management / account manager
Builds
Personalized financial portfolios and long-term banking relationships for self-employed clients
Domain
Banking / Wealth Management / Self-employed sector
Required skills
Client relationship building, financial advice, proactive outreach, empathy, persuasion, opportunity spotting, Dutch language proficiency
Preferred skills
Banking or finance experience, master's or bachelor's degree, local network in North-East Limburg
Technologies
None stated
Responsibilities
Build and maintain long-term trust with self-employed clients, manage and protect investment portfolios, provide financial advice on personal and professional matters, proactively expand client portfolio within the region, collaborate with team and headquarters for specialized support
Seniority
Mid-Senior, hands-on IC