Responsible for investment concepts advice and DPM, varying from mandate approvals to check of content investment publications and standard letters to clients.

Keeping brochures, leaflets and website content up to date.Gathering and analyzing MI reports. Perform ARGC checks.Office manager Informal Investment Services.Supporting Customized Advice Advisors.

Working for Grid Investments and responsible for the investment concepts Advisory and DPM (Discretionary Portfolio Management), mainly Product Approvals. Working closely together with various departements such as risk, legal, compliance and onboarding. Responsible for onboarding new colleagues.Simplify communications thru websites and brochures.

Onderzoek Rentederivatencontracten incl KYC check.

Working for several tribes as an intern or temporary. Project 5 : Validator Interest rate derivatives within the framework Dutch SME clients, including KYC check. Reporting for regulators. Responsible for communications towards clients.Project 4 : Working in the Personal Account Dealing room. Ordering for insiders and monitoring insiderpolicies. Name and pre-transaction screening throughout ING globally. Risk assesments, monitoring and reporting. Hit-ratio testing and analysis of gaps before list and rule deployment including communication to stakeholders.Project 3 : ING Payment Services : as a Customer Journey Expert i was responsible for adjusting the ing.nl/betalensite. Tracking errorpages/links and formulate them into the right text.Project 2 : IBM/Watson squad. Researcher for concept testing of IBM Watson cognitive technologies to support Private Banking relationship management process. Project 1 : ING Private Banking & Beleggen : As a Customer Journey Expert responsible for improving the advisory and discretionary asset management proposition of ING for Mass, Personal and Private Banking as well as Private Wealth Management

Rewrite all corporate actions correspondence for clients and take responsibility for all correspondence to clients and internal stakeholders on corporate actions of equities/bonds and taking care of possible class actions. Making reports and dashboards. Rebalancing asset management portfolios. Assisting, helping out Qualified Intermediary and Tax Reclaim desk.Maintaining interbank contacts.Linking pin to IT environment for process support in the widest sense.Project leader of several projects (WorldOnline, KPNQwest, Fortis, proxy voting for clients etc). Proxy voting thru broadridge.

Beleggingsadviseur in de breedste zin van het woord inclusief organiseren en hosten van events.

Beleggingsadviseur in de breedste zin van het woord inclusief organiseren en hosten van events.