Maximize client success in the financial industry as a strategic partner.
About the Opportunity
We're seeking an experienced professional to guide clients in their investment strategies, providing expert advice and managing diverse portfolios with precision.
* Establish long-term relationships with clients by delivering tailored solutions that meet their unique needs.
* Stay up-to-date on market trends and offer unbiased advice to support clients' investment goals.
* Assist clients with all aspects of portfolio management, including tax considerations and regulatory compliance.
* Cultivate trusted partnerships while expanding client portfolios.
* Collaborate with financial analysis and discretionary management teams to deliver actionable insights and recommendations.
Your Profile
We're looking for someone who is:
* Results-driven, with a strong passion for financial markets and a talent for independent work within a collaborative environment.
* Experienced in a similar client-facing role with a solid professional network.
* Client-focused, emphasizing trust and long-term relationships.
* Professional, reliable, and demonstrates strong commercial acumen with in-depth knowledge of legal and tax regulations.
* Proactive, organized, and able to synthesize complex information efficiently.
* Possesses a PCP certificate, university-level education, and proficiency in Dutch and English.
* Confident using standard IT tools and software.
The Package
This full-time permanent contract includes an attractive salary package and benefits, such as meal and eco vouchers, hospitalization insurance, and a company vehicle.