Private Wealth Management, Wealth Management Professional, Analyst (m|f|x) Amsterdam

Private Wealth Management (PWM) secures, develops, and manages relationships with high-net-worth individuals, their families, family offices, and foundations. PWM assists clients in building and preserving their financial wealth by creating and implementing long-term asset allocation strategies tailored to each client’s specific risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full range of wealth management products and services, including private banking and trust company services.

A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and the ongoing maintenance of existing clients. How You Will Realize Your Potential

Tasks

• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• Identify opportunities for and coordinate wealth advisory services within the client base
• Manage the implementation and rebalancing of advisory services
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other departments supporting the PWM business
• Plan and manage the new account onboarding process

Profile / Your qualification / Your personality

• 1–5 years of prior work experience in a relevant field
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with a positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to work independently, analyze and evaluate, and make independent judgments
• Ability to effectively interact with and build relationships with senior management and global stakeholders
• Commercially savvy, with the ability to exercise discretion regarding highly confidential or sensitive information
• Integrity, ethical standards, and sound judgment

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Location

Strawinskylaan 1677, NL-1077 XX
Amsterdam