Senior Relationship Manager Investments

Function

You no longer have to convince customers with big words.

You know that good investment advice starts with listening, trust and the right conversation at the right time.

For a modern and growing independent bank branch, we are looking for a Senior Investment Relationship Manager who enjoys working with an existing portfolio of high net worth customers. No cold calling, no superficial sales calls, but building and deepening relationships based on content, quality and long-term advice.

This is a position for someone who wants to use their expertise in an environment where customer advice is still allowed to be personal. Where you are given room to work proactively, but not in a forced way. And where you guide clients in choices around assets, investments and future planning.

Specifically, you will:

• Manage and optimise an existing investment portfolio;
• advises customers based on their goals, risk profile and life stage;
• proactively liaise and detect opportunities within the portfolio;
• elaborate proposals clearly and comprehensibly;
• build a lasting relationship of trust with your customers.

Profile

We are looking for someone who has experience in investment advice and can guide clients in a calm, professional manner.

You are strong on content but also accessible. You can explain complex material clearly and know how to build trust.

You recognise yourself in this:

• You have at least 5 years' experience as an investment relationship manager, private banker, wealth advisor or similar.
• You have a strong knowledge of investments, regulation and advisory practice.
• You work proactively, carefully and quality-oriented.
• You get energy from long-term relationships and personal advice.

Organisation

Our client is a larger, modern independent bank branch with a strong name in the region. The branch is growing in a thoughtful manner, combining professional services with a personal touch.

You will work in a stable team with open communication, low turnover and a pleasant working environment. The office is bright, easily accessible and equipped with ample parking.

Offer

What to expect

• Permanent contract on start-up.
• Attractive salary package with extra-legal benefits.
• Existing portfolio of high net worth clients.
• No cold calling.
• Space to work proactively from trust.
• Modern independent bank branch with strong reputation.
• Stable team, open communication and low turnover.
• Comfortable workplace with plenty of light and ample parking.

Interested?

Do you want to work in an environment where investment advice is all about trust, quality and long-term relationships? Then apply now. We will contact you as soon as possible.