Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
About the role
- Financial Planner specializing in wealth management and asset planning for ING Private Banking. Collaborating with clients on complex financial structures and offering strategic insights.
Responsibilities
- Opstellen van financiële plannen voor relaties met complexere structuren.
- Proactief signaleren en informeren van relaties over potentiële kansen en risico’s op basis van fiscale en maatschappelijke ontwikkelingen.
- Samenwerken met relatiemanagers en specialisten om relaties optimaal te bedienen vanuit je expertise.
- Actief bijdragen aan regio- en portefeuilledoelstellingen via je eigen jaarplan.
- Op basis van de combinatie van je expertise en gespreksvaardigheden verdiep jij bestaande klantrelaties.
- Je bent actief betrokken bij acquisitietrajecten en brengt daar je expertise in om in optimale samenwerking een positieve bijdrage te leveren aan de groeidoelstellingen van Private Banking.
Requirements
- Een afgeronde academische opleiding
- Aantoonbare kennis van Fiscaliteit & Family Governance
- Kennis en ervaring op gebied van vermogensstructurering
- Een afgeronde WFT Basis en WFT Vermogen
- Minimaal 5 jaar aantoonbare ervaring met bedienen van Private Banking relaties & DGA’s.
Benefits
- 25–28 vakantiedagen afhankelijk van contract
- Pensioenregeling
- 13e maand
- 8% vakantiegeld
- Hybride werken: thuis voor focus, op kantoor voor samenwerking; minimaal 2 dagen op kantoor, waarvan de woensdag als vaste kantoordag
- Persoonlijke groei en uitdagend werk met eindeloze mogelijkheden
- Informele werkomgeving met innovatieve collega’s
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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