Private Banker voor Entrepreneurs & Executives – regio Aalst / Sint-Niklaas
Core
Advise high-net-worth entrepreneurs and executives on wealth management, planning, and credit solutions to protect and grow their assets.
Role type
Private Banker (IC)
Builds
Personalized client portfolios and wealth strategies for high-net-worth individuals
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Wealth management, financial planning, credit solutions, client relationship management, portfolio management, tax and legal knowledge
Preferred skills
Experience advising entrepreneurs and family businesses, multilingual communication
Technologies
N/A
Responsibilities
Guide high-net-worth clients with assets over €500,000 using a holistic approach; Build and manage a portfolio of approximately 200 clients; Acquire new clients through PR activities; Collaborate with internal entities like Asset Management and Wealth Analysis
Seniority
Mid-Senior, hands-on IC
