Description
Wealth Management is responsible for the management and profitable growth of the wealth management client portfolio.
As a Senior Relationship Manager, you will be responsible for building client relationships, addressing client needs, guiding clients to other areas of the bank, assuring service quality and client satisfaction, and complying with all bank policies and procedures.
Key responsibilities include:
- Building client relationships and actively engaging in client acquisition
- Developing tailored financial strategies based on comprehensive analysis of client goals and market conditions
- Maintaining current knowledge of all banking products
- Supervision and coordination of administration and business management within the scope of valid processes and policies
- Professional and strategic management of WM target customers
Requirements:
- Bank training and/or academic training
- Minimum 10 years of experience in dealing with (ultra) high net worth individuals
- Sales strength and goal orientation
- High ability to communicate, good interpersonal skills
- Good knowledge of the framework of the local financial centre
- Willingness to travel regionally
- Readiness of mind, proactive attitude, clear structured working methods
- Ability to work under pressure and meet deadlines
- Performance orientation and assertiveness
- Very good command of Dutch and English
Benefits:
- Opportunity for personal and professional development within a collaborative team
- Emotionally and mentally balanced: support in dealing with life crises, maintaining stability through illness, and maintaining good mental health
- Physically thriving: support in managing physical health
- Socially connected: strong belief in collaboration, inclusion, and feeling connected
- Financially secure: support to meet personal financial goals