Private Banker Entrepreneurs & Executives Leuven
Core
Advise high-net-worth entrepreneurs and executives on wealth management, planning, and taxation to protect and grow their assets.
Role type
Private Banker (Wealth Management)
Builds
Personalized investment portfolios and financial plans for high-net-worth clients
Domain
Banking / Wealth Management
Required skills
Wealth management, portfolio management, financial planning, tax planning, legal knowledge, client relationship management, sales, assertiveness, complex problem solving, general business knowledge
Preferred skills
English language skills
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Guide high-net-worth clients with a minimum investable asset of €500,000 using a holistic approach; Build a private banking client portfolio by providing advice on wealth management, planning, credits, and taxation; Manage a personal client portfolio of approximately 100 families; Acquire new clients within the private banking segment; Maintain close collaboration with internal entities like Asset Management and Wealth Analysis.
Seniority
Mid-level professional with professional experience in investments and portfolio management