Private Banker SME & Self Employed
Core
Develop and optimize commercial relationships with Private Banking clients (independent professionals, self-employed, small business shareholders) in the Liège province, driving business growth and wealth management.
Role type
Private Banker (Sales & Relationship Management)
Builds
Private banking client portfolios and wealth management strategies
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
client acquisition, portfolio management, financial analysis, tax and legal knowledge, credit and risk management, public relations, network building, digitalization
Preferred skills
German language, digitalization of personal and client processes
Technologies
Word, PowerPoint, Excel
Responsibilities
Manage and grow a portfolio of Private Banking clients, approach the global technical-commercial aspect of private wealth, develop and optimize commercial relationships ensuring retention, invite and participate in client public relations activities, build an external network, collaborate with internal departments (Asset Management, Tax & Legal Experts), identify sales leads for other departments.
Seniority
Mid-level (3+ years experience)