Private Banker Entrepreneurs & Executives Leuven
Core
Advise high-net-worth entrepreneurs and executives (€500k+ assets) on wealth protection and growth through holistic, personalized strategies.
Role type
Private Banker (Wealth Management)
Builds
Personalized client portfolios and wealth management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment and portfolio management, legal and financial planning, tax planning, client relationship management, new client acquisition, complex financial communication
Preferred skills
Knowledge of the entrepreneurs and executives client segment, English language skills
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Manage a portfolio of approximately 100 families, develop the private banking client portfolio through PR activities, collaborate with internal entities like Asset Management and Wealth Analysis, achieve commercial targets
Seniority
Mid-level, experienced IC