Adviseur Digitaal Vermogen Team
Provides remote advice to customers about complex financial products and services, like investments, to ensure they have all the information they need to make decisions. Giving customers the trust and confidence in their choices to invest.
The position and working environment
Working in an Advice team means working in a dynamic environment with a strong growth ambition. We want to steer commerce and focus on an efficient, accessible financial advice with focus on investing.
As Retail Advice Specialist, you will be working in a team together with 24 colleagues. In this team you and your colleagues are responsible for ensuring the agendas of our acquisition advisors (Adviesteam Vermogen & Private Banking) are optimally filled.
Our team manages the investment portfolios of our customers. We are responsible for the growth and (yearly) maintenance of their investment portfolio.
The role and responsibilities
You ensure that customers are spoken to in a timely manner and that the files are and remain in order. This means that you have direct contact with private and business customers regarding investments at ING and our service.
Besides the existing investment portfolios, we also steer commerce and by proactively creating lead flows regarding our acquisition and revision colleagues. To do this, we proactively call and conduct video calls, with customers who have shown an interest at or by one of our stakeholders (ING Branches, Retail Contact Centre).
What you bring
What we expect from you is that you want to connect with customers and recognize their needs. You are passionate about investments, sales, and results. You are effective and efficient to get things done and take responsibility. In return, we support you to develop into an even better version of yourself.
Rewards and benefits
We want to make sure that itβs possible for you to strike the right balance between your career and your private life. You can find out more about our employment conditions at