The Private Asset Manager of the Center of Expertise Investments provides (customized) investment advice to Private Banking & Wealth Management clients with invested assets from €2.5 million.
The broad and expert (customized) advice leads to the acquisition of new and deep sales from existing relationships.
The Private Asset Manager is part of a team that has regional responsibility for the South-West Netherlands region.
The Private Asset Manager is creative and a substantively strong investment professional. In addition, he or she is convincing and knows how to convey expertise in a passionate manner.
The role and responsibilities
- Together with the squad you are responsible for realizing the growth of: the Assets under Management, the benefits, the number of relationships and customer satisfaction.
- You successfully handle Requests for Proposals with the support of the Investment Knowledge Manager.
- You contribute to knowledge sharing and knowledge development in this area, and make an active contribution to the development of 'craftmanship'.
- You are responsible for proactive quality and risk management in the areas of intake, investment advice and revision, including the careful recording of this in line with internal and external legislation and regulations.
- You acquire jointly with the Relationship Managers within your own region
- You are responsible for proactive quality and risk management in the field of customer acceptance and revision, including careful recording and acting in line with internal and external laws and regulations. You have a strongly developed professional judgment for this.
- You identify holistic customer needs and are well able to conduct strategic customer conversations. How are you successful? We hire smart people like you because of your potential!
- Our greatest expectation is that you are curious, keep learning and take responsibility. In return, we support you to develop into an even better version of yourself.
Specific knowledge and experience
- At least 3 years of demonstrable experience and affinity with integrated Advice and Management investment services.
- Academic working and thinking level, supplemented with DSI Advisory Customization.
- Demonstrable acquisition and sales skills and a real team player. • Knowledge, experience and diplomas in the field of asset structuring (WFT Assets).
- Knowledge of taxation, family governance and private markets. Employment conditions & benefits We want to ensure that you can find the right balance between your career and your private life.
Rewards and benefits
We want to make sure that it's possible for you to strike the right balance between your career and your private life. You can find out more about our employment conditions at https://www.ing.jobs/netherlands/Why-ING/benefits.htm
The benefits of working with us at ING include:
- A salary tailored to your qualities and experience
- 24-27 vacation days depending on contract
- Pension scheme
- 13th month salary
- Individual Savings Contribution (BIS), 3.5% of your gross annual salary
- 8% Holiday payment
- Hybrid working to blend home working for focus and office working for collaboration and co-creation
- Personal growth and challenging work with endless possibilities
- An informal working environment with innovative colleagues
About us
With 60,000 employees and operations in approximately 40 countries, there is no shortage of opportunities for people with initiative who want to help people take a step ahead in life and in business. Do you want to work at the cutting edge of what's possible and at the same time ensure you work with integrity and hold the customer's interests at heart? Do you want to be surrounded by progressive, inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today.
Het salaris bedraagt €6917 - €11000