Personal Banker
Become a Personal Banker and boost your career. With a focus on customized advice, you will help clients with their investments and succession planning. You will be the bridge for complex financial strategies and build long-term relationships. With your experience and commercial mindset, you'll be ready to seize opportunities. Discover a dynamic work environment full of growth and training opportunities, as well as the chance to become a partner over time. Join a fun team where cooperation and fun go hand in hand. Apply now and make an impact!
Description
- Customized advice on investments, insurance and retirement planning.
- Support with financial strategies, such as wealth accumulation or succession planning.
- Proactive guidance on complex life projects and investments.
- A personal approach, with a focus on long-term relationships.
- You will have the opportunity to eventually join the firm as a partner where more responsibilities will be part of your remit.
Your profile
- You hold at least a bachelor's degree in finance, economics, insurance or a related field.
- You have experience in a customer-oriented role within the banking or insurance sector.
- You have excellent communication skills in Dutch & English and the ability to make complex financial information accessible.
- A commercial mindset, with an eye for opportunities to help clients grow is also necessary for this position and with an eye on the future.
- You are someone who is able to integrate easily in a team and loves a great working atmosphere.
Offer
- Monthly salary indication: € 3001 - € 6000
- You will receive a competitive salary, complemented by attractive fringe benefits (such as a car, cafeteria plan...)
- Extensive training opportunities to further develop your expertise.
- A dynamic and collegial working environment where initiative is encouraged.
- The opportunity to make a real impact on the lives of your clients, but also yourself, with the prospect of eventually becoming a partner.
- You will be part of a great team, where attention is paid to cooperation, but also to relaxation.