VP, Wealth Management Specialist, Netherlands

Position Overview

The Sales Specialist works with the Lead Salesperson to meet agreed sales and revenue targets. The Sales Specialist will generate detailed client / product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need / product detail and Bank’s capabilities with the aim of meeting client satisfaction expectations. The Sales Specialist will be conversant relevant legal, regulatory and Bank policy requirements and operate accordingly. Together with the Lead Salesperson ensure liaison with existing clients. Researching and fostering new client opportunities. Building the necessary working relationships with origination, trading, research, client services, and operations staff – if applicable & to the degree that is commensurate with the business area - to ensure effective end to end client / product delivery.

Key Responsibilities:

• Responsibility for profitability of the customer portfolio
• Responsible for comprehensive, personalized relationship management and training of internal and external customer value creation potential
• Overall responsibility for customer satisfaction and customer loyalty
• Supervision and coordination of administration and business management within the scope of valid processes and policies
• Increase of volume and margin of the customer portfolio and asset management in the form of care

Tasks

• Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice
• Asset allocation in terms of strategic and tactical asset allocation
• Profit-oriented construction and development of a customer's portfolio by:
• Acquisition (new and existing customers)
• Increasing the share of wallet
• Exploiting cross-selling opportunities
• Managing profit-oriented utilization of the managed client portfolios in the securities
• Development and implementation of structured sales ideas in close collaboration with the Investment Manager
• Establishment and development of a multiplier network

Qualifications / Skills:

• Bank training and / or academic training
• Minimum 5-10 years of experience in dealing with (ultra) high net worth individuals
• Sales strength and goal orientation
• High ability to communicate, good interpersonal skills to develop working relationships
• Good knowledge of the framework of the local financial centre
• Willingness to travel regionally
• Readiness of mind, pro-active attitude, clear structured working methods
• Ability to work under pressure and meet deadlines
• Performance orientation and assertiveness
• Very good command of Dutch and English. Other languages will be an added value.

The successful candidate will be asked to present a recent criminal record.
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We welcome applications from all people and promote a positive, fair and inclusive work environment.