Personal Banker
Core
Develop and advise a portfolio of A+ clients on financial planning, wealth management, family protection, project financing, and retirement preparation.
Role type
Senior Personal Banker (Wealth Management)
Builds
Personal banking solutions and financial planning services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, investment solutions, Salesforce proficiency, client relationship management, regulatory compliance (MiFID)
Preferred skills
Additional languages (Dutch), proactive sales mindset, networking
Technologies
Salesforce, Mobile banking, Phone banking