Relationship Manager Wealth

Function

Managing your money wisely and planning for the future: two key principles for a financially comfortable life.

You can help their clients with this if you become the new Wealth Management Account Manager at our client’s office in Kapellen!

You’ll talk to customers, listen to their stories and work with them to identify their needs. Your advice will help them get back on track financially.

& you’ll find yourself in a close-knit team with colleagues who motivate and support one another and who are always there for their customers, no matter what.

Your role in the team:

• Opportunities you’ll spot straight away;
• You will coordinate various cases and follows the customer portfolio on;
• Your customers’ needs are your priority. You build a long-term relationship maintains contact with your customers and gets in touch with them regularly to follow-up meeting;
• You’ll help to ensure a smooth overall operation from the office and help out commercial actions on;
• Your share your knowledge with your colleagues;
• Advising customers on investments and wealth accumulation;
• The analyse the financial situation and draw up a strategy;
• Prepare, review and deliver financial documents;
• Proactively contributing ideas on tax and legal optimisations;

Profile

In everything you do, never lose sight of their core values: they work together, with simplicity, for their customers.

You do this with expertise, and always with both feet firmly on the ground. You give it your all, day in, day out. You’ll find yourself in a safe environment where you’re allowed to make mistakes. And where people dare to challenge one another and give feedback. They’re ambitious and set the bar high. By helping one another, they clear that bar together. In this way, they make a positive difference to their staff, their customers and society.

Rest assured: you can just be yourself at our client’s company. Your talents and ambitions are the focus. Growing and succeeding together – that’s what they’re all about!

• You achieved at least a bachelor's degree in a financial or economic field;
• At least 3 years’ experience in the banking sector;
• Ideally, you can rely on a first experience as an Investment Adviser. However, do you have a flair for sales and a clear connection to investments? If so, please do get in touch;
• In-depth knowledge of financial products and investment strategies;
• Excellent communication skills and you can express yourself professionally in the Dutch;
• You are customer-focused and empathetic;
• Results-oriented, entrepreneurial and creative: that’s just like you;
• Working together gives you energy, which makes you a real a team player with a proactive attitude are;
• Clear and open communication You take this for granted. Listening carefully is also part of it. You hear what is said and what is left unsaid;
• You’re fascinated by the world of finance. You are driven and are keen to learn more;

Organisation

Offer

• A permanent contract permanent:
• Work throughout the week Monday to Friday – No weekend work;
• Competitive salary depending on experience;
• Meal vouchers;
• Group insurance;
• Hospitalisation insurance;
• A cafeteria plan which allows you to set the amount of your You can use your 13th-month payment flexibly to lease, for example, a smartphone or a bicycle on favourable terms, to save for a pension, or to buy additional days’ leave
• Working in e and brand-new office located in Kapellen;
• Training and career progression inside the office – Check!

Interested in this vacancy? Let us know by clicking the button below!