Wealth Planner

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, or a related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Experience in financial planning or wealth management is preferred..

Key responsibilities:

  • Develop personalized financial plans for clients based on their goals and needs.
  • Conduct regular meetings with clients to review their financial status and adjust plans as necessary.
  • Collaborate with other financial professionals to provide comprehensive services.
  • Stay updated on market trends and regulatory changes affecting wealth management.

ABN AMRO Bank N.V. logo
ABN AMRO Bank N.V. Banking XLarge https://www.abnamro.nl/
10001 Employees
See all jobs

Required profile

Experience

Industry :
Banking

Wealth Manager Related jobs