Personal Banker Région Liège
Core
Develop A+ client portfolios and provide financial planning solutions including wealth management, family protection, project financing, and retirement preparation.
Role type
Senior IC personal banker (wealth management)
Builds
Production financial products and client advisory services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, financial planning, wealth management, investment solutions, relationship building, regulatory compliance (MiFID), public speaking, networking
Preferred skills
German language knowledge, proactive mindset, deal closure focus
Technologies
Digital banking platforms
Responsibilities
Acquire new clients and grow the asset portfolio, present investment solutions, guide clients in digital banking, participate in regional public relations events and conferences, collaborate with product lines to identify business opportunities
Seniority
Senior, hands-on IC