Finance Expert
Are you a financial expert looking for your next challenge in the investment industry? Our global organisation is seeking highly motivated candidates with finance backgrounds to join our team as Investment Counsellors. You will have the opportunity to work closely with high-net-worth clients in The Netherlands, providing expert financial advice and portfolio management services.
The Opportunity:
This role involves building long-standing relationships with clients, understanding their needs, and educating them on portfolio changes. Your ability to understand complex financial concepts and communicate effectively with clients is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.
The Day-To-Day:
* Build strong client relationships and provide exceptional service
* Manage a book of high-net-worth relationships with assets worth approximately €100-150 million
* Be the conduit between clients, research, trading departments, and several service teams
* Update clients on portfolio changes, financial markets, and current market strategies
* Gain advanced finance education through our training program
Required Skills:
To be successful in this role, you will need:
* 2+ years exposure to private clients within the banking/wealth management industry
* A sound knowledge of financial concepts, markets, and current events
* Native Dutch and native or fluent English language skills
* Ability to connect with and educate diverse audiences
* MiFID certification, training, or equivalent
Benefits:
Our organisation offers a range of benefits to support your career and personal goals, including:
* Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees
* 10,000* fertility, hormonal health, and family-forming benefit
* Retirement pension plan with 9% employer contribution and up to 5% employer match
* Monthly gym subsidy of up to €50 per month
1. Employee Assistance Program and other emotional wellbeing services