Client Advisor - Foundations & Philantrophy

InsingerGilissen, Amsterdam, NLD, 1017 BV
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Medior Client Advisor

For our head office in Amsterdam on the Herengracht, we are looking for a Dutch speaking Medior Client Advisor to join the Foundations & Philanthropy team. Do you have investment-related knowledge, great relationshipbuilding skills, experience within (private)banking, a real teamplayer and have a service-oriented drive, then apply for this position!

 

Only applications with motivation letter and CV in Dutch are taken into consideration.

Purpose of the Job

As a Medior Client Advisor you are responsible for realizing an optimal, adequate and appropriate investment portfolio with the aim of achieving the objectives of your clients. You will build up your own portfolio within the team. For customers and potential customers you propose creative solutions in which you work together with (very) experienced professional colleagues in your team. In addition, you will strengthen the market position of InsingerGilissen Bankiers N.V. through active relationship management, such as at events, with the aim of strengthening existing relationships with clients, recruiting new clients and further expanding your network. Our distinctive offer in the market offers you the perfect options.

Key accountantabilities

You have successfully taken your first steps in the financial world and are ready for the next step. You find it a challenge to work directly for more complex, wealthy clients. Together with your colleagues you want to propose creative solutions for our customers by combining knowledge and skills. You enjoy taking the initiative here. You are good at building up, maintaining and advising clients, especially in the field of their investments. You have a natural persuasiveness, you are analytical, you are a good listener and you want to continuously improve yourself.

Knowledge & Experience

 

HBO / WO work and thinking level with at least 2 years of experience in a commercial, banking or financial environmentDSI registration and required certificates (or willing to follow a course / training)Knowledge of banking laws and regulations and financial markets in generalKnowledge of regulations and compliance procedures regarding investment advice to clientsKnowledge of the order and execution process and the acceptance and submission of securities ordersRequired knowledge of securities trading and investment products and services

Attributes / Qualities / Language skills

AnalyticalStrong communication skillsCommercial and Enterpreneurial insightTeam playerVery good command of Microsoft Office (Word, Excel, PowerPoint), CRM, DMS and BankviewProfessional communication skills in both Dutch and English (spoken and written)

We offer you

A challenging, varied position with many contacts (both internal / external) with committed and professional colleagues. InsingerGilissen attaches great importance to personal development. This means that you are given the space to take responsibility and develop entrepreneurship. Naturally, this includes a good salary and associated fringe benefits.
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