About This Role
This role is responsible for developing and advising a portfolio of A+ clients, handling their financial planning, and proposing solutions for wealth management, household protection, project financing, and retirement preparation. The position requires a commercial mindset and proactive response to client needs, ensuring they use appropriate banking channels. Collaborating with colleagues, you will contribute to the financial performance of the region/agency and identify business opportunities for other product lines.
Responsibilities
- Ensure the growth of your portfolio through expertise
- Promote investment solutions
- Develop trust-based relationships to attract new assets
- Embrace and apply the Orange Code
- Contribute to the success of colleagues
- Stay one step ahead
- Regularly contact clients
- Meet clients face-to-face or remotely
- Guide clients in the digital world
- Gather relevant information
- Analyze information to provide suitable solutions
- Discover new opportunities
- Act as a reference person for all A+ clients in your portfolio
- Participate in public relations activities for clients, including zonal and regional conferences
- Create a network
- Actively use Salesforce before, during, and after each interaction with clients and prospects to meet their needs optimally and efficiently
Requirements
- Talent for taking initiative and delivering results
- Enthusiasm for helping others succeed
- Ability to stay one step ahead
- Strive to bring fresh ideas and accept challenges in a rapidly changing and complex environment
- Enjoy teamwork, listen to and invest in others to achieve common goals
- Enjoy challenging established situations and propose creative solutions to problems
- Be strongly client-focused and motivated by meeting deadlines and achieving objectives
- Be proactive, enterprising, and driven
- Be motivated by closing deals
- Follow rules diligently, respecting MiFID legislation and compliance and risk management legislation
- Be a true team player
- Demonstrate clear and visible interest in the financial world, with a preference for investments
- Perfect knowledge of French and English
Nice to have:
- Knowledge of additional languages, especially Dutch
Benefits
- Personal growth and challenging work with endless possibilities to realize ambitions
- Informal, dynamic environment with innovative colleagues to support initiatives
- Progressive and flexible way of working that values new ideas
- Comprehensive Personal Banker training
- Training platform for personal development
Important Details
- Contract: permanent
- Schedule: 100% work regime
About the Company
ING is redefining banking by focusing on customers, leveraging technology, and being driven by intelligent, determined people. The company's goal is to enable its employees to help customers stay ahead in their personal and professional lives.
