Client Investment Specialist
03-01-2025
Marktconform
Medior
Amsterdam
Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.
Purpose of the Job
- Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary solutions.
- Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:
- Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
- Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates, when needed and requested by clients.
- Ensure that CAs are ‘enabled’ to provide best ideas to meet client needs
- Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke discretionary mandates, while implementing the Portfolio Construction team model portfolios and recommendations in Core and Personal discretionary solutions.
- Deal with more sophisticated clients that would need specific tailoring in the ir bespoke discretionary portfolios.
- Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
Client Advisors partner: ensure we drive a holistic approach to client relationships
- Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
- Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients
Change partner: be an agent of change for strategic transformation
- Favour book transition according to Group objectives
- Support solutions’ harmonisation to a more efficient value chain for investments
Key Accountabilities
Client Advisors partner: ensure we drive a holistic approach to client relationships
- Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
- Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients
Change partner: be an agent of change for strategic transformation
- Favour book transition according to Group objectives
- Support solutions’ harmonisation to a more efficient value chain for investments
Knowledge and Experience
At least 10 years of experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction.
Attributes and Qualities
- Flexible
- Team spirit
- Able to manage multiple interactions
- Able to deliver messages and advice to sophisticated clients but also able to understood by less sophisticated clients.
Technical Skills
- Financial Market techniques / Portfolio construction
Languages Skills
- Dutch and Fluent in English. Any other European language will be considered an advantage.
