Adviseur professionele klanten (starter of ervaring)
Core
Build long-term financial trust relationships with self-employed individuals, startups, and small businesses (KMOs) by providing personalized advice on daily banking, investment loans, and professional financing.
Role type
Business Banker / Professional Client Advisor
Builds
Personalized banking and financing solutions for SMEs and self-employed clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial analysis, relationship building, loan structuring, regulatory compliance knowledge
Preferred skills
Experience with self-employed clients, knowledge of VAPZ and IPT, insurance coordination
Technologies
Banking software, CRM systems
Responsibilities
Advise clients on daily banking and investment loans, Develop financial expertise through training, Collaborate with specialized colleagues on insurance questions, Manage multiple client dossiers simultaneously