Private Banker Wealth Vlaamse Rand Brussel
Core
Advise high-net-worth clients (minimum €5M assets) on wealth management, equity, planning, and taxation to protect and grow their assets.
Role type
Private Banker / Wealth Manager
Builds
Personalized client portfolios and relationships for wealthy families and business owners.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, Private Banking, equity, asset allocation, tax planning, client relationship management, sales, public relations
Preferred skills
PBAB certification, French language, English language
Technologies
N/A
Responsibilities
Guide high-net-worth clients with a minimum invested asset of €5M via a holistic approach; Build a private banking client portfolio by providing advice on wealth management, equity, wealth planning, loans, and taxation; Manage a personal client portfolio of approximately 60 families; Acquire new clients within the Wealth segment through public relations activities; Maintain close cooperation with internal entities (Asset Management, Wealth Analysis and Planning).
Seniority
Mid-Senior, experienced IC
