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Fund Consultant

27-08-2024
5.847 - 8.353
Medior, Senior
Amsterdam
Support managing fund-based model portfolios, coordinate product development with asset managers, and maintain relationships with local fund specialists and external managers across multiple European countries.

At a glance

Wealth management is a comprehensive service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning. The industry is highly dynamic, influenced by regulatory changes, technological advancements, and evolving client expectations. ABN AMRO Wealth Management focuses on Private Banking-, Affluent- and Consumer clients. Our goal is to protect their wealth, structure it, and ensure it grows safely and sustainably. We advise clients and provide the resources to achieve their ambitions. 

The Product Unit Wealth operates within ABN AMRO Wealth Management and focuses on developing responsible and sustainable investment products to grow long-term wealth for the client segments we serve. The Product Unit Wealth operates internationally in the Netherlands, Belgium, France, and Germany. The Product Unit Wealth includes:

  • Global Investment Centre: Responsible for investment performance in Discretionary and Advisory services, with expertise in equities, fixed income, asset allocation, communications, and funds.
  • Grid Wealth: Manages the range of available products, develops new products based on client needs, and improves existing products.
  • Product Management & Control and Specialized Sales: Handles product management, commercial responsibilities, and 1st Line of Defense control capabilities.

The Fund Centre is part of the Global Investment Centre and works closely with ABN AMRO Investment Solutions, the Paris based asset management company of the Group that is responsible for fund selection. The Fund Centre head office team currently includes 4 Senior Fund Advisors, 4 employees of ABN AMRO Investment Solutions, and a team manager. It specializes in managing fund-based model portfolios for Wealth Management, the Consumer and Affluent segment. The team works extensively with UCITS and ETFs. With these funds, the team covers a variety of asset classes, including equities, bonds, money market instruments and alternatives. We combine active and passive investments.

Your job

  • Support managing fund-based model portfolios for the Discretionary Portfolio Management (DPM) and Advisory service concepts.
  • Jointly coordinate the fund pipeline between the bank and ABN AMRO Investment Solutions.
  • Develop products with external asset managers and other stakeholders in ABN AMRO (Retail banking, pension solutions, etc.).
  • Coordinate with local fund specialists in the Netherlands, Germany, Belgium, and France.
  • Contribute to projects to facilitate changes in service concepts with the Change organization.
  • Perform or contribute to product reviews for our Global Product Approval Committee.
  • Maintain relations with external asset managers and monitor pricing.

Working environment

The jobholder operates in an international environment (France, Germany, Belgium, the Netherlands) and considers clients’ needs when developing fund propositions. The Fund Advisor role covers the entire product life cycle: idea generation, product development, product approval, policy definition, product risk management, product sourcing and execution, managing fee schedules, client and advisor education, and managing fund-based model portfolios. English is the primary language used within the team and network.

Your profile

We are looking for the following characteristics:

  • Knowledge of investment funds and ETFs, including different asset classes, asset managers, and fund structures (SICAV, FGR, FCP, etc.).
  • A strong background in finance through education or experience.
  • Experience with risk awareness in various risk fields such as Market Risk, Operational Risk, etc.
  • Project management skills.
  • Proficiency in PowerPoint, Word, Excel, etc.
  • Experience in working with datasets is a plus (e.g. PowerBI).
  • Experience with portfolio management or fund analysis is a plus.

We do not expect you to tick all the boxes above. If you are motivated and think you are a good fit, please apply!

We are offering

  • The gross monthly salary displayed above is based on a 36-hour work week, including vacation pay and benefit budget.
  • The Benefit Budget is 11% of your salary. The Benefit Budget allows you to acquire additional employment benefits. If you make no purchases or reservations in the Benefit Shop in a given month, you are paid one twelfth of your Benefit Budget that month.
  • Five weeks of vacation per year. You have the option to purchase an additional four weeks per year.
  • Personal development Budget of € 1,000 per year, which you can accumulate up to € 3,000.
  • Possibility to work from home (in consultation with your team and depending on your position).
  • An annual public transport pass with free public transportation throughout the Netherlands.
  • An excellent pension scheme.

Interested?

Please respond to adriaan.kootstra@nl.abnamro.com and reine.kase@nl.abnamro.com

Equal opportunities for all

The success of our organisation depends on the quality of our people and the ideas that they have. Truly surprising insights and innovative solutions for our clients result from an interplay of cultures, knowledge and experience. Diversity is therefore extremely important to our organisation. To ensure that everyone at ABN AMRO can develop their talents, we encourage an inclusive culture in which all colleagues feel engaged and appreciated.

Disclaimer external recruitment agencies

External recruitment agencies need to have a signed agreement with ABN AMRO BANK N.V., executed by a Talent Acquisition Specialist, when submitting a resume to a vacancy. No unsolicited services or offers, please.

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Contactpersoon

Neem contact op met Emma Meuter

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