About this role
Finance Business Support Senior/Expert Finance Advice - Private Individual Segment 01-07-2026 5.486 - 8.828 Senior Amsterdam As a Senior/Expert Finance Advice - Private Individual Segment at ING Netherlands, you own financial steering for PI/PB products, delivering KPI insights, analyses and business cases, pricing assessments, senior materials, and improving forecasting, reporting and data quality. 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 that support long-term wealth, risk management, and personal financial goals. Key responsibilities - Advise private individual clients on personal finance topics, including investments, retirement planning, insurance, and wealth structuring. - Conduct client needs analyses, risk profiling, and financial plan development aligned to regulatory and internal standards. - Develop and maintain long-term client relationships through proactive reviews, clear communication, and high service quality. - Prepare and present recommendations, documentation, and suitability rationale for proposed solutions. - Monitor portfolio performance and market conditions; propose adjustments based on client objectives and risk tolerance. - Collaborate with internal specialists (e.g., investment, tax, legal, credit) to deliver integrated advice. - Ensure compliance with applicable financial regulations, KYC/AML requirements, and internal governance. Required skills and qualifications - Expertise: Extensive experience in private client financial advisory, including investment products and holistic financial planning. - Client management: Strong consultative selling, relationship building, and stakeholder communication skills. - Analytical capability: Ability to interpret financial data, assess ris...