Relatiemanager Vermogen - Amersfoort

Acquire and manage client portfolios by proactively approaching prospects and advising them on wealth management needs. Build and maintain a network with external advisors such as notaries and fiscalists while organizing client meetings. Develop your own account plan for the Amersfoort region and collaborate with colleagues across the office and Optimix. Document all conversations and visits through detailed reports. Stay updated on market trends in fiscalities, products, and pricing to share relevant knowledge with clients. Work 32 hours per week with flexibility and autonomy to achieve high customer satisfaction levels.