Wealth Advisor for High-Net-Worth Clients

Firstaff Personnel Consultants; Noord-Holland; On-site; EUR 50,000 - 80,000; Full time

Job summary

A recruitment agency is seeking finance professionals in Noord-Holland to manage a portfolio of high-net-worth clients. This role focuses on building relationships and delivering exceptional service. Applicants should have at least 2 years of experience in banking or wealth management, alongside strong communication skills and an empathetic approach. Opportunities for professional development through a structured training programme will enhance expertise in finance and capital markets.

Qualifications

• Minimum of 2 years' experience working with private clients.
• Strong understanding of investment concepts and economic trends.
• Confidence in explaining complex ideas.

Responsibilities

• Build and maintain long-term client relationships.
• Manage a portfolio of high-net-worth clients.
• Communicate portfolio changes and market developments.
• Participate in structured training to enhance expertise.

Skills

Experience in banking or wealth management

Understanding of financial markets

Strong communication skills

Empathetic nature

Education

QFA qualification

Job description

A recruitment agency is seeking finance professionals in Noord-Holland to manage a portfolio of high-net-worth clients. This role focuses on building relationships and delivering exceptional service. Applicants should have at least 2 years of experience in banking or wealth management, alongside strong communication skills and an empathetic approach. Opportunities for professional development through a structured training programme will enhance expertise in finance and capital markets.