Private Banker voor Entrepreneurs & Executives – regio Aalst / Sint-Niklaas
Core
Advise high-net-worth entrepreneurs and executives on wealth management, planning, and financing to protect and grow their assets.
Role type
Private Banker (IC)
Builds
Personalized client portfolios and financial strategies for wealthy individuals and family businesses
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, financial planning, tax planning, credit solutions, client relationship management, portfolio management
Preferred skills
experience advising entrepreneurs and family businesses, knowledge of estate planning
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Guide high-net-worth clients with assets over €500k using a holistic approach; build and manage a portfolio of ~200 clients; acquire new clients through PR activities; collaborate with internal entities like Asset Management and Wealth Analysis
Seniority
Mid-Senior, hands-on IC