Private Banker SME owners & self-employed Leuven
Core
Advise and guide SME owners and self-employed individuals on optimizing private and professional wealth structures, managing portfolios, and planning for fiscal and legal matters.
Role type
Private Banker (SME & Self-Employed)
Builds
Private banking client portfolios for families and business owners
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, wealth planning, investment management, legal and fiscal knowledge, client relationship management, business development
Preferred skills
English language proficiency
Technologies
Private Banking Association-Belgium (PBAB) certification
Responsibilities
Establish contacts with entrepreneurs and self-employed professionals to advise on wealth structure optimization; Build and manage a portfolio of approximately 100 families; Acquire new clients through public relations activities; Collaborate with internal entities like Asset Management and Wealth Analysis.
Seniority
Experienced professional