Private Banker Families - Leuven
Leuven,
Belgium
Are you looking for a unique opportunity to guide families in managing and growing their wealth? Join a dynamic, forward-looking team of experts committed to delivering high-quality private banking services.
In this role, you will provide personalized solutions to an exclusive clientele seeking holistic asset protection and development. You will collaborate with dedicated professionals in wealth planning, investment management, and customer support to ensure the best possible results for clients.
Your ambition to thrive in a fast-paced environment will be supported by a culture of innovation and continuous improvement. If you believe you can make a meaningful difference for affluent families, this position is for you..
Responsibilities
- Provide holistic guidance to high-net-worth clients (minimum invested capital of 500,000 EUR), helping them protect and expand their portfolios
- Build and manage a private banking client portfolio by offering comprehensive advice on wealth management, estate planning, lending, and taxation
- Maintain strong relationships with approximately 100 families, ensuring ongoing satisfaction and retention
- Identify and attract new private banking clients by engaging in public relations and networking events
- Collaborate with in-house asset managers, wealth planning specialists, and other experts to create tailored strategies for each family
Must Have
- Demonstrated experience in investments and portfolio management
- Solid knowledge of legal, financial, and tax considerations in wealth management
- Proven track record in meeting commercial goals and fostering client loyalty
- Ability to simplify complex financial concepts and communicate them effectively
- Proactive, assertive approach that inspires confidence among clients and colleagues
Nice to have
- Broad general knowledge that supports engaging conversations with diverse clients
- Familiarity with innovative digital banking tools and solutions
- Strong local or regional network to facilitate business development
- Experience collaborating with legal or tax advisors on sophisticated projects
- Proficiency in additional languages beyond your primary working language
What we offer
Certification
Official private banking certification and continuous professional development
Growth
Personal growth in a supportive, forward-thinking work environment
Flexibility
Hybrid working model that balances on-site collaboration with flexibility
Salary package
Competitive compensation and benefits tailored to high-level professionals
Ready to make an impact
If you aim to excel as a Private Banker for families and want to guide clients through complex financial journeys, we encourage you to apply. Let’s Bubble is here to assist you throughout the recruitment process, ensuring a seamless transition into this rewarding position. Reach out today and discover how you can contribute to a thriving private banking environment.