
Asset Allocation Specialist
1 week ago
The Dutch Private Client Advice Associate plays a pivotal role in evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a key team member, you will collaborate with other experts to provide regulated advice to clients.
Key Responsibilities Include:
- Evaluating client goals, risk profiles, and current investment strategies to determine optimal asset allocation and benchmark recommendations.
- Supporting team members in providing expert advice to clients.
- Utilizing data and insights to inform recommendations and drive business growth.
Required Skills and Qualifications
To excel in this role, you will need:
- A university degree or equivalent combination of education/experience.
- Fluent language proficiency in Dutch (written and verbal).
- Experience with financial planning and investment principles or industry exams preferred.
Benefits
We offer a competitive package that includes:
- A salary that reflects your skills and experience.
- Ongoing career development and training opportunities.
- A collaborative and dynamic work environment.
Why Join Our Team?
At our organization, we value collaboration, transparency, and professional growth. We are committed to creating a supportive and inclusive work environment where our team members can thrive.
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