Lead fiduciary investment solutions for private clients, family offices and semi-institutional clients. Shape portfolios from strategic asset allocation to implementation and client communication. Help strengthen a distinctive, forward-looking investment proposition within Private Client Solutions.
That is what you will use your talents for as a Director Fiduciary Management Private Client Solutions at Van Lanschot Kempen. You are involved in the full investment process for private and semi-institutional clients who outsource asset management in whole or in part to us. This includes developing investment proposals, constructing portfolios, advising on strategic asset allocation and investment governance, and contributing to innovation and sustainability within our investment solutions.
You also have the following tasks:
- Manage and advise on investment solutions for private clients, family offices and semi-institutional clients.
- Develop strategic asset allocation and fiduciary proposals tailored to complex client needs and constraints.
- Support acquisition and onboarding processes for new clients on investment-related topics.
- Coordinate investment-related topics with portfolio management, strategy, risk and relationship management.
- Evaluate and adopt AI tools that improve analysis, efficiency and quality in investment-related workflows.
Entrepreneurial, analytical and client-focused. This is how we can best describe you in the position of Director Fiduciary Management Private Client Solutions. Talents that you use to guide our customers in a constantly changing world every day. By thinking out of the box and asking questions. You combine strong investment content with the ability to act as a strategic sparring partner for clients and internal stakeholders. You also work in a structured way and translate complex investment questions into clear, actionable solutions.
- At least 10 years of relevant experience, preferably within wealth management.
- Demonstrable knowledge of investment management; CFA or VBA is preferred.
- Hands-on experience in developing multi-asset investment propositions for private clients and family offices.
- Confident in evaluating and adopting new AI tools relevant to your field.
- Good mastery of English and Dutch, both oral and written.
Investing in a more future-oriented, sustainable, and data-driven way with various clients. Both nationally and internationally. With nearly 300 years of experience, we make this ambition a reality at Van Lanschot Kempen. We do this with some 2,300 colleagues in various fields of expertise.
The Private Client Solutions team is responsible for investment-related services and solutions for private and semi-institutional clients, including associations, foundations and family offices. The team works across the full investment chain, from portfolio construction and fiduciary advice to sustainability and proposition development, in close collaboration with portfolio management, strategy, risk and relationship management.
An organisation's degree of innovation and agility also depends on the diversity of its workforce. Our differences make us stronger together. We promote an inclusive work environment where all colleagues feel at home. With us, you can be yourself. And we are proud of that.
#J-18808-Ljbffr€100000 - €150000 monthly