Private Banker - Client Portfolio Banker - Liège
Core
Develop and optimize relationships with Private Banking clients, primarily executive shareholders of large and medium-sized companies, and grow shareholder funds for large enterprises and SMEs in the Liège and East Belgium region.
Role type
Private Banker (Client Portfolio Banker)
Builds
Private banking client portfolios and shareholder funds for large enterprises and SMEs
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, investment management, financial analysis, tax and legal knowledge, risk management, business development, client relationship management, digitalization
Preferred skills
English (passive), digitalization of personal and client processes
Technologies
Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Manage and develop a portfolio of Private Banking clients, primarily executive shareholders; acquire new clients in the designated geographic territory; provide comprehensive technical-commercial approach to private wealth; ensure client retention through wealth planning; collaborate with legal experts and commercial network; participate in public relations activities; build external professional network; identify sales leads and refer to other departments (Business Banking, Personal Banking, etc.).
Seniority
Mid-level (3+ years experience)