Private Banker Wealth Leuven
Core
Private Banker managing and growing a portfolio of high-net-worth clients (≥ €5M investable assets) in the Leuven region, providing holistic advice on investments, wealth planning, taxation, and credit solutions.
Role type
Senior Private Banker (Wealth Management)
Builds
Integrated financial solutions for wealthy individuals and families
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, investment advisory, wealth planning, tax structuring, client acquisition, relationship management, complex problem solving, commercial drive
Preferred skills
Holistic advisory approach, network building, internal collaboration
Technologies
Internal banking tools and platforms
Responsibilities
Manage and develop a portfolio of Private Banking clients (≥ €5M investable assets), advise on complex financial questions (investments, wealth planning, fiscalities, credit solutions), actively grow the portfolio via new client acquisition, build sustainable relationships based on trust, collaborate with internal experts (Asset Management, WAP), participate in commercial initiatives and networking events
Seniority
Senior, experienced IC