Asset manager

Function

Your day-to-day duties as an asset manager include, amongst other things:

• Analysing clients’ financial situations and formulating appropriate investment proposals.
• Monitoring and adjusting client portfolios in line with market developments and agreed objectives.
• Preparing and conducting advisory meetings with a focus on transparency and trust.
• Identifying commercial opportunities.
• Documenting files and complying with internal procedures and relevant regulations.

Profile

To be eligible for the role of asset manager, you should recognise yourself in the following description:

• Relevant experience in wealth management, the banking and insurance sectors, investment advice or financial client relationship management.
• Higher education in a finance-related field or equivalent through experience.
• Commercial acumen combined with listening skills, discretion and a customer-focused approach.
• Fluent communication in Dutch.
• Accuracy, a sense of responsibility and a structured approach to work.
• A willingness to further develop your knowledge and grow alongside the organisation.

Organisation

At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes companies, finance teams and especially talented individuals. Our approach is both professional and personal, with a strong focus on your next step.

Our client is a local banking and insurance firm where customers can turn to for personalised advice and a personalised approach. With a dedicated team, they help people with their financial queries and provide bespoke solutions.

Offer

Our client offers an attractive remuneration package in line with market rates, commensurate with your experience and responsibilities.

What to expect:

• Competitive salary.
• Meal vouchers.
• A wide range of in-house training courses.
• A professional working environment that offers scope for autonomy and initiative.
• A stable working environment within an organisation committed to long-term collaboration.