Private Banker – Oost-Vlaanderen (Gent, Latem of Aalst)
Core
Advise high-net-worth individuals (families, entrepreneurs, professionals) on wealth management, planning, and taxation to protect and grow assets exceeding €500,000.
Role type
Private Banker (IC)
Builds
Personalized client portfolios and wealth strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, portfolio management, tax planning, legal knowledge, credit knowledge, client acquisition, relationship management, strategic financial planning
Preferred skills
experience with entrepreneur clients, PBAB certification
Technologies
none stated
Responsibilities
Manage a portfolio of approximately 150 clients, acquire new clients through PR activities, collaborate with internal entities like Asset Management and Wealth Analysis, optimize client retention, and deliver holistic financial advice.
Seniority
Mid-Senior, hands-on IC