Personal banker (Zone Centre – Sud Agence Wemmel NL/FR)
Core
Develop and advise a portfolio of A+ clients on financial planning, wealth management, family protection, project financing, and retirement preparation.
Role type
Personal Banker (Wealth Management & Financial Planning)
Builds
Personal banking solutions and financial growth for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, financial planning, wealth management, investment solutions, CRM usage, regulatory compliance (MiFID), proactive sales, relationship building
Preferred skills
Interest in investments, creative problem solving, team collaboration
Technologies
New CRM, Mobile banking, Phone banking, Smartbanking
Responsibilities
Acquire new clients and grow the asset portfolio, propose investment solutions, guide clients in digital banking, participate in public relations and networking events, use CRM tools for client interactions
Seniority
Individual Contributor