Relatiemanager Private Banking regio Noordwest
Core
Strategic relationship manager for high-net-worth individuals and entrepreneurs, building sustainable relationships and delivering investment advice.
Role type
Private Banking Relationship Manager
Builds
Wealth management portfolios and financial solutions for affluent clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
client acquisition, relationship management, investment advice, holistic needs analysis, risk management, financial planning
Preferred skills
family governance, wealth transfer, credit provision
Technologies
Wft Basis, Wft Vermogen, Wft Hypothecair Krediet, Mifid Adviseren Maatwerk
Responsibilities
Acquire new high-net-worth clients and grow portfolio, manage and deepen existing client relationships, signal holistic client needs and engage specialists, act as reliable expert partner for clients and colleagues, contribute to growth strategy, ensure quality and risk management during onboarding and reviews
Seniority
Mid-level, experienced IC