Senior/Expert Finance Advice

Finance Business Support Senior/Expert Finance Advice - Private Individual Segment Senior Amsterdam As a Senior/Expert Finance Advice - Private Individual Segment at ING Netherlands stuur je de financiële performance van PI/PB-producten, lever je KPI- en portfolio-insights, onderbouw je pricing/business cases, adviseer je stakeholders en verbeter je forecasting, reporting en automatisering. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid Senior/Expert Finance Advice - Private Individual Segment Role purpose: Provide senior-level financial advice to private individual clients, delivering tailored solutions across investments, lending, insurance, and long-term financial planning while ensuring regulatory compliance and strong client outcomes. Core responsibilities - Build and manage a portfolio of private clients, maintaining high service quality and long-term relationships. - Conduct comprehensive financial needs analyses and translate insights into actionable advice and product recommendations. - Develop holistic financial plans covering cash flow, savings, investments, retirement, protection, and estate considerations. - Identify opportunities for portfolio optimization, risk management, and cross-functional referrals. - Prepare and present proposals, documentation, and suitability assessments in line with internal and external requirements. - Monitor client portfolios and proactively review plans based on life events, market changes, and performance. - Collaborate with internal specialists (e.g., investment, credit, tax/legal partners where applicable) to deliver integrated solutions. Required skills and experience - Proven experience in senior financial advisory for private individuals or wealth management. - Strong knowledge of investment products, lending solutions, insurance, and financial planning methodologies. - Ability to assess client risk prof...