ABOUT YOU
You're a proactive professional with a strong background in (commercial) Account Management and a passion for serving wealthy clients, entrepreneurs, and former entrepreneurs. You bring curiosity, adaptability, and the drive to continuously improve. Your knowledge of daily banking, financial planning, and regulatory frameworks allows you to deliver both standard and tailored financial solutions. You thrive in a collaborative environment, enjoy staying informed about internal and external developments, and maintain a meticulous approach to client administration and compliance.

WHAT ARE YOU GOING TO DO

• Manage and develop client portfolios within Private Banking & Wealth Management

• Ensure consistent contact and excellent service for clients, ensuring files are always up to date

• Monitor the joint commercial focus and maintain a clear overview of portfolio activity

• Collaborate closely with specialists in Credit, Wealth, Financial Planning, and KYCC

• Apply expertise in client onboarding and review processes (FEC/CDD)

• Foster collaboration with peers and contribute to process and digitalization improvements

• Tailor financial services to client needs based on internal developments and policy changes

AN IDEAL PROFILE WOULD BE

• HBO/Academic level of working and thinking

• Certifications: WFT Consumer Credit, WFT Wealth, and Mifid Informative

• Strong knowledge of daily banking, investment, and lending processes

• Solid understanding of policy, legislation, customer acceptance, and review procedures

• General expertise in investment, lending, business structures, and financial planning

• Affinity with process optimization and operational efficiency

• Demonstrated experience with a wealthy private client base

Tick all the boxes? Then smash that button and let's have a chat.
Contact - (see below)

ABOUT US:
Levy is an international IT staffing organization providing recruitment and project resourcing services to companies ranging from start-ups to well established global players across the UK, Holland, Germany, Belgium, and the USA. By partnering with our clients, we provide tailored interim and permanent IT staffing solutions to help them deliver their initiatives across applications and infrastructure, touching areas such as Digital, Data, Cloud, Cybersecurity and ERP.