Private Banker
Finance
Business Support
Private Banker Wassenaar - Duin- en Bollenstreek
23-06-2026
5.500 - 7.000
Senior, Medior
Wassenaar
Als Private Banker Wassenaar - Duin- en Bollenstreek bij Van Lanschot Kempen beheer en ontwikkel je een portefeuille van vermogende families, bouw je duurzame relaties en groei je via acquisitie. Je adviseert over fiscaliteit, estate planning, beleggen en financieren.
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Automatisch verbeterd voor betere leesbaarheid
Private Banker Wassenaar - Duin- en Bollenstreek
Role purpose: Manage and grow relationships with affluent clients in Wassenaar and the Duin- en Bollenstreek by delivering holistic wealth management advice, coordinating specialists, and ensuring an excellent client experience.
Key responsibilities
- Build, maintain, and expand a portfolio of high-net-worth clients through proactive relationship management.
- Provide integrated advice across investments, lending, pensions, insurance, and estate/succession planning.
- Develop tailored financial plans aligned to client goals, risk profile, and regulatory requirements.
- Identify opportunities for new business and referrals; contribute to local market growth.
- Coordinate internal experts (e.g., investment, credit, legal/fiscal) to deliver end-to-end solutions.
- Monitor portfolio performance and client satisfaction; act on changes in client circumstances or markets.
- Ensure compliance with KYC , AML , suitability, and documentation standards.
Required skills and qualifications
- Proven experience in private banking, wealth management, or advisory roles with affluent clients.
- Strong consultative selling, relationship-building, and stakeholder management capabilities.
- Solid knowledge of investment products, credit solutions, and financial planning concepts.
- Ability to interpret client needs and translate them into clear, actionable advice.
- High standards for integrity, risk awareness, and regu...
Kontaktisik
Tööandja poolt kuulutuses märgitud — küsimuste ja sinu kandideerimise jaoks.
- Maurien van Schaick+31616093871m.vanschaick@vanlanschotkempen.com