Private Banker – West-Vlaanderen
Core
Advise high-net-worth clients (families, entrepreneurs, SMEs, professionals) on wealth management, planning, and financing to protect and grow assets exceeding €500k.
Role type
Private Banker (IC)
Builds
Personalized client portfolios and financial strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, portfolio management, financial planning, tax planning, credit knowledge, client relationship management, sales, legal knowledge
Preferred skills
experience with entrepreneur clients, English language proficiency
Technologies
Private Banking Association-Belgium (PBAB) certification
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
Seniority
Mid-Senior, professional experience required