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
Senior IC personal banker (wealth management)
Builds
Personal banking solutions and financial planning services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, portfolio growth, investment solutions, financial planning, digital channel adoption, CRM usage, regulatory compliance (MiFID), networking
Preferred skills
proactive sales mindset, team collaboration, creative problem solving, interest in financial markets
Technologies
New CRM, Mobile banking, Phone banking, Smartbanking
Responsibilities
Acquire new clients and grow the asset portfolio, present investment solutions, guide clients through digital banking channels, participate in public relations and networking events, ensure strict adherence to compliance and risk management regulations
Seniority
Senior, hands-on IC