Private Banker – West-Vlaanderen
Core
Advise high-net-worth clients (families, entrepreneurs, SMEs) on wealth management, planning, and taxation to protect and grow their assets.
Role type
Private Banker (IC)
Builds
Personalized client portfolios and relationships
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
English language proficiency
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Guide high-net-worth clients with a holistic approach to protect and grow their wealth; Build a private banking client portfolio by providing advice on wealth management, planning, credits, and taxation; Manage a personal client portfolio of approximately 150 customers; Acquire new clients within the private banking segment; Maintain close collaboration with internal entities and the regional commercial network
Seniority
Mid-level, professional experience required