Relatiemanager Private Banking Business Professionals

3 weeks ago


Greenville, United States Van Lanschot Kempen Full time

Vanuit ons kantoor op de Zuidas zorgt het Team Business Professionals voor private banking dienstverlening aan equity partners van advocaten-, private equity- en advieskantoren. Deze rol biedt ons team een diversiteit aan boeiende casussen en waardevolle professionele relaties. Het adviseren van equity partners is uitdagend en intellectueel stimulerend werk, waarbij we grote voldoening halen uit het begeleiden van partners gedurende hun hele carrière, vanaf het moment van toetreding tot aan pensionering. Private banking is een gespecialiseerde vorm van financiële dienstverlening. Wij bieden op maat gemaakte financiële begeleiding die perfect aansluit op de unieke behoeften en doelstellingen van onze klanten. Onze dienstverlening omvat beleggingsadvies, vermogensplanning, financieren, verzekeringen en meer. Het doel is om equity partners en hun gezinnen te helpen hun financiële doelen te bereiken, hun vermogen te beschermen en te laten groeien, en financiële welzijn op lange termijn te waarborgen. Vertrouwen, maatwerk en hoogwaardige service zijn essentieel in private banking. Als Relatiemanager bij het Team Business Professionals regel jij, samen met een Private Banker, alles voor jouw eigen klantenportefeuille. Onze klantenkring omvat veel jonge, actieve professionals. Jij maakt afspraken met deze klanten, geeft ze advies, bereidt afspraken voor en speelt een essentiële rol in het onderhouden van klantrelaties. Als Relatiemanager bij Team Business Professionals houd je je onder andere bezig met: Dagelijks contact met klanten, waarbij je informatie verstrekt en advies geeft over producten, eventueel in overleg met de Private Banker. Na een grondige opleiding en inwerktraject ben je in staat om vragen en problemen zoveel mogelijk zelfstandig af te handelen. Het starten en volgen van alle (administratieve) processen voor de relaties binnen jouw portefeuille. Dit omvat onder andere het begeleiden van hypotheekaanvragen, de onboarding van nieuwe klanten en de coördinatie van het interne traject hiervan. Het onderhouden en realiseren van een contactplanning met klanten en prospects. Het leveren van uitstekende service en het bieden van gepersonaliseerde oplossingen, waarmee jij bijdraagt aan het opbouwen van een duurzame en succesvolle relatie met elke klant. Bijdragen aan de verbinding en samenwerking binnen het Team Business Professionals. Je daagt ons uit om samen beter te worden en vervult een voorbeeldrol binnen het team.

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