The Relationship Manager Private Banking (RSM PB) is the strategic point of contact for our Private Banking clients and for external and internal stakeholders. As an RSM PB, you work within the region together with the Account Manager, Investment Specialist, Credit Specialist and Financial Planner.
The RSM is an acquisition, networker and team player with in-depth knowledge of and interest in high net worth relationships. The RSM contributes to the growth ambition by increasing the share of wallet of existing relations and is also responsible for acquiring new high net worth relations from the internal network, as well as centrally generated leads by the acquisition team. The RSM is a skilled and reliable discussion partner for both customers and colleagues and is able to identify holistic customer needs and introduce the right specialists to these relations and prospects. The RSM reports hierarchically to the Regional Lead Private Banking & Wealth Management.
The role and responsibilities
Together with the team you are responsible for realizing the growth of the Assets Under Management, the income, the number of relationships and customer satisfaction.
- Your focus is on Private Banking clients with a minimum of €500.000 assets under management or a minimum of € 2,5 in execution only. • You make an above-average contribution to the acquisition of new relationships, including through centrally generated leads and internal networks.
- You independently submit investment proposals up to €2.5 million of invested capital.
- The primary focus is on uncovering (latent) needs in combination with fulfilling the role of trusted advisor from both a private and business perspective.
- You proactively develop and maintain internal and external networks. • You are an active part of the prospect/relationship ecosystem.
- You are responsible for proactive quality and risk management in the field of customer acceptance and revision, including recording, and you act in line with internal and external laws and regulations.
- You identify holistic customer needs and conduct strategic customer conversations
How to be successful
We're hiring smart people like you because of your potential! Our biggest expectation is that you are curious and continue to learn and take responsibility. In return, we support you to develop into an even better version of yourself. Specific knowledge and experience:
- Have current residency in the Eindhoven/Den Bosch area and are fluent in Dutch and English
- 5+ years of proven relationship management experience with high net worth individuals
- Academic working and thinking level
- Demonstrable acquisition and sales skills
- You have a highly developed professional judgement
- Knowledge, experience and diplomas in the field of asset structuring, investing (DSI Advisory) and lending (WFT Mortgage Credit), CFP or MFP
- In-depth knowledge of taxation, family governance, philanthropy and private equity. • In addition to exhaustive knowledge of both corporate and retail banking products, you also have experience with the ecosystem of relationships and associated non-banking solutions
- You are able to conduct remote customer calls effectively
Rewards & benefits
We want to make sure that it's possible for you to strike the right balance between your career and your private life. You can find out more about our employment conditions here.
The benefits of working with us at ING include:
- A salary tailored to your qualities and experience
- 36 or 40 hour workweek
- Individual leave: 24+2 individual holiday days based on 36 hr workweek
- Diversity leave: 3 days per year (1,5 paid, 1,5 unpaid)
- CSR days: up to 2 days per year to actively engage in society by volunteering
- 13th month salary
- 8% Holiday payment
- Individual Savings Contribution (BIS), 3.5% of your gross annual salary
- Mobility card
- Attractive pension scheme
- Hybrid working to blend home working for focus and office working for collaboration and co-creation
Want to apply directly?
Upload your CV and motivation letter by clicking the "Apply" button.
Please note, multiple interview steps involving various business stakeholders will be part of the selection process.
About us
With 60,000 employees and operations in approximately 40 countries, there is no shortage of opportunities for people with initiative who want to help people take a step ahead in life and in business. Do you want to work at the cutting edge of what's possible and at the same time ensure you work with integrity and hold the customer's interests at heart? Do you want to be surrounded by progressive, inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us and apply today!
Het salaris bedraagt €5060 - €8143