Private Banker - Client Portfolio Banker - Liège
Core
Develop and optimize commercial relationships with Private Banking clients, primarily executive shareholders of large and medium-sized enterprises, driving business growth in the Liège and East Belgium region.
Role type
Private Banker (Client Portfolio Banker)
Builds
Client relationships and portfolio management for high-net-worth individuals and corporate shareholders
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
prospecting, investment and portfolio management, financial analysis, legal and tax knowledge, risk management, relationship building, organizational skills
Preferred skills
digitalization of client services, presenting complex topics simply, adaptability
Technologies
Word, PowerPoint, Excel
Responsibilities
Manage and grow a portfolio of Private Banking clients; approach the global technical-commercial aspect of clients' private wealth; plan wealth management with specialized legal experts; follow up on new client relationships; participate in public relations activities; build an external professional network; identify sales leads and refer them to other departments (Business Banking, Personal Banking, etc.)
Seniority
Mid-level (3+ years experience)