обновлено 13 дней назад
Private Wealth Management, Wealth Management Professional, Analyst, Amsterdam
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Management, Wealth Management Professional, Analyst, Amsterdam (Private Wealth Management): Supporting high-net-worth client relationships and sales teams through account onboarding, liquidity management, advisory implementation, and ongoing account maintenance with an accent on operational coordination and confidential client service. Focus on managing advisory rebalancing, cash balances, private banking services, and relationships with Private Wealth Advisors and global stakeholders.
Location: Onsite in Amsterdam, Netherlands
Company
is a global investment banking, securities, and investment management firm serving clients, shareholders, and communities worldwide.
What you will do
- Provide client service management support for Private Wealth Management clients.
- Support Private Wealth Advisors and sales teams with new client account implementation and onboarding.
- Coordinate wealth advisory services and manage advisory business implementation and rebalancing.
- Manage account cash balances and private banking services.
- Act as a liaison with other areas supporting the Private Wealth Management business.
Requirements
- 1–5 years of relevant professional experience.
- Fluent Dutch speaker required.
- Proficiency to advanced skills with Excel, PowerPoint, Word, and Outlook.
- Strong organization, attention to detail, communication, and project management skills.
- Ability to analyze information, exercise independent judgment, and manage confidential and sensitive data.
- Ability to work effectively with senior management and global stakeholders in a fast-paced environment.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, personal finance, and mindfulness programs.
- Commitment to diversity, inclusion, and reasonable recruiting accommodations.
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