Private Banker Liège
Core
Managing a portfolio of Private Banking clients and driving acquisition within a dedicated geographic territory.
Role type
Private Banker
Builds
Wealth management solutions and client retention strategies
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Client portfolio management, new client acquisition, technical-commercial approach to private wealth, relationship management, wealth planning, public relations event management, external network building, cross-departmental collaboration
Preferred skills
Prospecting, synergy identification with other departments
Responsibilities
Manage and develop a Private Banking client portfolio, acquire new clients in a dedicated territory, oversee the technical-commercial approach of client assets, optimize client relationships and retention via wealth planning, follow up on new client relationships, participate in minimum 20 public relations activities annually, build an external professional network, collaborate with internal entities (Asset Management, Tax & Legal Experts), identify and refer sales leads to other departments (Business Banking, Personal Banking, etc.)