Private Banker Families Leuven
Core
Holistic wealth management and financial planning for high-net-worth families (min. €500k assets) to protect and grow their capital.
Role type
Private Banker (Family Office)
Builds
Personalized investment portfolios and wealth strategies for ~100 families
Domain
Private Banking / Wealth Management
Required skills
Investment management, portfolio management, wealth planning, credit structuring, tax planning, legal knowledge, client relationship management, commercial target achievement, complex communication
Preferred skills
English language proficiency
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Advise clients on asset management, wealth planning, credits, and taxation; Manage a portfolio of ~100 families; Acquire new clients via PR activities; Collaborate with Asset Management and Wealth Analysis teams
Seniority
Mid-Senior, experienced professional