Personal Banker Brabant Wallon - Braine l'Alleud
Core
Personal Banker responsible for developing and advising a portfolio of A+ clients on financial planning, wealth management, family protection, project financing, and retirement preparation.
Role type
Senior IC Personal Banker
Builds
Financial solutions and client relationships for A+ clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, family protection, project financing, retirement planning, Salesforce, client relationship management, regulatory compliance (MiFID)
Preferred skills
Investment knowledge, additional languages (Dutch)
Responsibilities
Grow asset portfolio, present investment solutions, build trust to attract new assets, contact clients regularly (Face to Face or Remote), guide clients in digital world, analyze information for solutions, participate in public relations activities, use Salesforce for client interactions
Seniority
Senior, hands-on IC