Levy Professionals zoekt een Account Manager (Private Banking & Wealth Management) in Eindhoven

ABOUT YOU You’re a proactive professional with a strong background in (commercial) Account Management and a passion for serving wealthy clients, entrepreneurs, and former entrepreneurs. You bring curiosity, adaptability, and the drive to continuously improve. Your knowledge of daily banking, financial planning, and regulatory frameworks allows you to deliver both standard and tailored financial solutions. You thrive in a collaborative environment, enjoy staying informed about internal and external developments, and maintain a meticulous approach to client administration and compliance. WHAT ARE YOU GOING TO DOManage and develop client portfolios within Private Banking & Wealth ManagementEnsure consistent contact and excellent service for clients, ensuring files are always up to dateMonitor the joint commercial focus and maintain a clear overview of portfolio activityCo  Read More