Job Description, Responsibilities & Requirements
About the Position
Commercial Financial Planner for Private Banking
We are looking for a Commercial Financial Planner to join our Private Banking team at ING Bank. If you are an expert in financial planning with a commercial mindset and want to guide clients with complex wealth structures towards financial clarity and success, this is your opportunity to make a difference at ING Private Banking & Wealth Management!
Responsibilities
- Develop comprehensive financial plans for clients with complex wealth structures.
- Proactively identify and inform clients about potential opportunities and risks based on fiscal and societal developments.
- Collaborate with relationship managers and specialists to optimally serve clients using your expertise.
- Actively contribute to regional and portfolio goals through your own annual plan.
- Deepen existing client relationships based on your expertise and communication skills.
- Actively participate in acquisition processes, leveraging your expertise to positively contribute to the growth objectives of Private Banking.
Requirements
- Ability to explain complex financial issues in an understandable way.
- Excellent communication skills and the ability to challenge and inspire clients.
- Proficiency in translating in-depth knowledge into client needs and creating commercial opportunities.
- Excellent command of the Dutch language, both spoken and written.
- Ability to act as a strong conversational partner for our clients.
What we offer you?
- A completed academic education.
- Proven knowledge of Taxation & Family Governance.
- Knowledge and experience in wealth structuring.
- Completed WFT Basis and WFT Assets.
- Minimum of 5 years of proven experience in serving Private Banking clients & DGA’s.
Nice to Have
- Experience in a similar role within a financial institution.
- Knowledge of international financial markets.
We Offer
- Competitive salary based on your skills and experience.
- 25–28 vacation days depending on the contract.
- Pension scheme.
- 13th month.
- 8% vacation pay.
- Hybrid work: home for focus, office for collaboration; minimum 2 days in the office, including Wednesday as a fixed office day.
- Personal growth and challenging work with endless possibilities.
- Informal work environment with innovative colleagues.
About the Company
At ING, we want to unlock the full potential of our employees, thanks to an inclusive culture where everyone can develop and make an impact on our clients and society. We ensure that diversity, equity, and inclusion are top priorities. As an employer subscribing to the principle of equal opportunity, we do not tolerate any form of discrimination, whether related to age, gender, sexual identity, cultural origin, experience, religion, race, ethnic origin, disability, family responsibilities, sexual orientation, social origin, or any other status protected by law. If you need assistance during the application and/or interview process, please contact the recruiter of the position concerned. We will be happy to support you to ensure a fair and accessible process. Learn more about our commitment to diversity, inclusion, and belonging.
Apply Now
Directly apply? Upload your CV and motivation letter (max. 300 words) via the ‘Apply’ button.
Multiple interview rounds with various business stakeholders are part of the selection process.
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