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
Personal Banker (Wealth Management)
Builds
Financial solutions for high-net-worth individuals
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, guide clients in digital banking, analyze client information to propose solutions, participate in public relations activities, use Salesforce for client interactions
Seniority
Individual Contributor