After filling in the contact form, you will be called back by our Manager New Business, Julien Richelle. He is responsible for the first contact and your introduction to the bank.
Julien takes stock of your wishes, needs and financial issues. Your specific stage of life and your preferences are paramount in this. For example: do you want to contact a Private Banker at a branch in your region or do you prefer a more online service? The aim is to select the banker who has the most experience with your specific situation. Based on this information, Julien will match you with your Private Banker.
Private Banker
After the conversation with Julien, you will meet your Private Banker and you will receive an explanation about your Client Service Team and the role of your banker. Your Private Banker keeps an overview of your financial plans and ensures that the right steps are taken to achieve your goals by continuously assessing whether personal and/or market developments have an effect on them.
Commercial Assistant
Your Commercial Assistant is the hub of your day-to-day banking matters. As the Private Banker’s right hand, they are perfectly aware of current and practical matters. Since they know the quickest way in the bank, you can count on the efficient handling of your specific questions.
Investing
Your Investment Advisor is the expert guide to investment decisions. They closely follow the stock markets and economic developments and advise you on appropriate actions. You determine how intensively they consult with you. Your asset manager is available if you have opted for discretionary asset management. They build your portfolio according to your risk appetite and your return expectations. They closely monitor your portfolio and report on the state of affairs whenever you wish.
You discuss your goals and wishes with your Private Banker. You also map out your financial situation together. In this way, you will gain insight into your current financial position, know whether you can achieve your goals and see which opportunities or focus points there are. That provides peace of mind and guidance.
“We have extensive experience with all kinds of different issues and every approach is tailor-made. Financial insight is a strong starting point and also provides guidance to keep challenging you in achieving your goals.”
Are your assets structured in a complex way? Do you have your own company? Or very specific wishes? Then a Wealth Solutions Specialist will help you plan your income and assets. Our specialists provide you with insight and overview. They know better than anyone what is possible.
As soon as you have become an ABN AMRO Private Banking client, you can always contact your Client Service Team.
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