Client Portfolio Assistant

4 weken geleden

Amsterdam, Nederland Page Personnel Voltijd
  • Assist the Account Manager in developing and managing a client portfolio.
  • Prepare clients' KYC documentation.
  • Process client daily payments efficiently and accurately.
  • Participate in the improvement of operational procedures and contribute to product offerings and service quality.
  • Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
  • Provide financial advice to clients to facilitate informed decision-making.
  • Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
  • Maintain the bank's image and reputation through effective oral and written communication.
  • Report any customer complaints to direct management and the Legal & Compliance department.
Opportunity for career growth and advancement|Financial Sector
  • Bachelor's degree in Banking, Finance, or a related field.
  • Relevant certifications are appreciated.
  • Minimum of 2 years of experience in a similar position. Experience in Dutch major banks is highly valued.
  • Experience in Belgium, Luxembourg, or other European countries is appreciated but not compulsory.
  • Fluency in written and spoken English and Mandarin (preferred). Dutch language skills would be a plus.
  • Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  • Strong sales and negotiation skills.
  • Initiative, motivation, and trustworthiness.
  • A strong interest and sound understanding of Chinese culture, with a willingness to integrate.
  • Marktconform salary
  • 25 holidays
  • pension
  • travel allowance



  • Client Portfolio Assistant

    4 weken geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.DescriptionAssist the Account Manager in developing and managing a client portfolio.Prepare...

  • Client Portfolio Assistant

    5 dagen geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.DescriptionAssist the Account Manager in developing and managing a client portfolio.Prepare...

  • Client Portfolio Assistant

    1 week geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.DescriptionAssist the Account Manager in developing and managing a client portfolio.Prepare...

  • Client Portfolio Assistant

    5 dagen geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives. Description Assist the Account Manager in developing and managing a client portfolio....

  • Client Portfolio Assistant

    2 weken geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.DescriptionAssist the Account Manager in developing and managing a client portfolio.Prepare...

  • Client Portfolio Assistant

    4 weken geleden

    Amsterdam, Nederland Page Personnel Voltijd

    We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.DescriptionAssist the Account Manager in developing and managing a client portfolio.Prepare...

  • Executive Assistant

    3 weken geleden

    Amsterdam, Nederland Boston Consulting Group Voltijd

    WHAT YOU'LL DORole profileWe offer you a team-oriented role working with Managing Directors & (Senior) Partners (MDP) and Partners within the London, Amsterdam or Brussels offices. Reporting to the Team Assistant Manager or Senior Managers this position would suit a detail driven individual with excellent technical skills and a willingness to take on...

  • Executive Assistant

    3 weken geleden

    Amsterdam, Nederland Boston Consulting Group Voltijd

    WHAT YOU'LL DORole profileWe offer you a team-oriented role working with Managing Directors & (Senior) Partners (MDP) and Partners within the London, Amsterdam or Brussels offices. Reporting to the Team Assistant Manager or Senior Managers this position would suit a detail driven individual with excellent technical skills and a willingness to take on...

  • Executive Assistant

    1 dag geleden

    Amsterdam, Noord-Holland, Nederland Boston Consulting Group Voltijd

    WHAT YOU'LL DORole profileWe offer you a team-oriented role working with Managing Directors & (Senior) Partners (MDP) and Partners within the London, Amsterdam or Brussels offices. Reporting to the Team Assistant Manager or Senior Managers this position would suit a detail driven individual with excellent technical skills and a willingness to take on...

  • Office Assistant

    1 week geleden

    Amsterdam Zuid, Nederland Fieldfisher N.V. Voltijd

    Fieldfisher zoekt een nieuwe Office Assistant. Sta jij te popelen om samen met een divers team aan de slag te gaan en de organisatie te ondersteunen? Lees verder om meer te weten te komen. Als onze Office Assistant ben je de spin in het web en ondersteun jij samen met je teamgenoten het hele kantoor. Collega's komen graag een praatje bij je maken en daar...

  • Client Advisor Assistant

    3 dagen geleden

    Amsterdam, Nederland Puilaetco Voltijd

    Purpose of the Job Je maakt onderdeel uit van ons hoog gekwalificeerd Private Banking team in Eindhoven. Je werkt nauw samen met onze Client Advisors en draagt zorg voor een hoogwaardige dienstverlening aan onze relaties. Je speelt een sleutelrol in het bouwen en onderhouden van relaties; enerzijds met onze cliënten en prospects anderzijds als...

  • Assistant Store Manager Amsterdam PC

    1 maand geleden

    Amsterdam, Nederland Hermès Voltijd

    GENERAL MISSION As an Assistant Store Manager you will actively participate in the business development of the store while embodying the Hermès spirit of tradition, quality and service. You will assist the Store Manager in the overall management of sales, service and people. You will be fully in charge of the business during the Store Manager’s...

  • Law assistant arbitration

    1 maand geleden

    Amsterdam, Nederland De Brauw Blackstone Westbroek Voltijd

    Would you like to gain hands-on experience in arbitration , an international team at De Brauw? If you are available for approximately 15 hours a week alongside your studies, this law assistant position is what you are looking for! Your role as a law assistant As a law assistant you will immerse yourself in a dynamic blend of 'know-how' activities and...

  • Law Assistant

    1 maand geleden

    Amsterdam, Noord-Holland, Nederland De Brauw Blackstone Westbroek Voltijd

    Would you like to gain hands-on experience in a broad litigation practice? If you are available for approximately 15 hours a week alongside your studies, this law assistant position is what you are looking forYour role as a law assistantAs a law assistant you will immerse yourself in a dynamic blend of 'know-how' activities and hands-on support for our...

  • Account Management Assistant

    4 weken geleden

    Amsterdam, Nederland INDG Voltijd

    We are experiencing exciting growth and as such we are seeking an Account Management Assistant who takes ownership for the delivery of all projects we run for one of our key client. As an Account Management Assistant , you will be supporting in an account management level, grow and manage new business within existing accounts, support on an...

  • Personal Assistant

    6 dagen geleden

    Amsterdam, Nederland Houthoff Voltijd

    Voor meerdere praktijkgroepen zijn we op zoek naar ervaren Personal Assistants! Je werkt in deze rol voor 2 tot 3 partners of counsels. Je bent het aanspreekpunt voor vragen uit de eigen en andere praktijkgroepen en overige Stafafdelingen. In deze dynamische werkomgeving waarin geen dag hetzelfde is, maak jij met jouw bijdrage het verschil. Krijg jij energie...

  • Law assistant arbitration

    3 weken geleden

    Amsterdam, Noord-Holland, Nederland De Brauw Blackstone Westbroek Voltijd

    Would you like to gain hands-on experience in arbitration , an international team at De Brauw? If you are available for approximately 15 hours a week alongside your studies, this law assistant position is what you are looking forYour role as a law assistantAs a law assistant you will immerse yourself in a dynamic blend of 'know-how' activities and hands-on...

  • Data Processing Assistant

    1 maand geleden

    Amsterdam, Nederland &Van der Kloet B.V. Voltijd

    & Van der Kloet is een multi-disciplinair advieskantoor, gevestigd in het hart van Amsterdam, aan het IJ. Wij verzorgen (loon)administraties, stellen jaarrekeningen op, doen belastingaangiftes en geven financieel, fiscaal & juridisch advies, ondersteunen de bedrijfsvoering en optimaliseren bedrijfsprocessen. **Dit doen we met een hands on team van gedreven...

  • Billing Assistant

    4 weken geleden

    Amsterdam, Nederland DLA Piper Voltijd

    Wil jij werken binnen een jong en ambitieus team? Heb jij enorm goed gevoel voor (financiële) systemen, mensen en cijfers? Altijd al nieuwsgierig geweest naar fiscaal recht? Lees dan zeker verder! Binnen onze Tax praktijkgroep bij DLA Piper Nederland zoeken we een assertieve, snelle en nauwkeurige Billing Assistant om ons jonge Assistants team te...

  • Law Assistant

    1 maand geleden

    Amsterdam, Noord-Holland, Nederland De Brauw Blackstone Westbroek Voltijd

    Would you like to gain hands-on experience in intellectual property? If you available for approximately 15 hours a week alongside your studies, this law assistant position is what you are looking forYour role as a law assistantAs a law assistant you will immerse yourself in a dynamic blend of 'know-how' activities and hands-on support for our practice's...