Private banker SME owners & self-employed (Antwerpen)
Antwerpen,
Belgium
Are you looking to elevate your career in private banking, guiding a clientele of ambitious entrepreneurs and self-employed professionals? We are recruiting on behalf of a well-established financial institution in Antwerp that aims to grow its private banking division exponentially.
You will collaborate closely with a team of seven private bankers, supported by two sales and service officers, portfolio managers, and a wealth analysis planner.
Your primary responsibility is to safeguard and grow the assets of high-net-worth clients through tailored financial advice. As part of a broader vision, you will be instrumental in expanding the private banking portfolio while working in a dynamic, forward-thinking environment. If you thrive on achieving commercial goals and offering top-notch client service, this role may be the ideal fit.
Responsibilities
- Advise and guide clients with a minimum invested capital of 500,000 EUR, focusing on wealth preservation and growth strategies
- Develop a private banking portfolio through proactive relationship building and holistic wealth management services
- Oversee a personal client portfolio of around 200 accounts, prioritizing retention and long-term satisfaction
- Acquire new clients via public relations events and referrals, cultivating trust and brand visibility
- Collaborate with internal departments, including Asset Management and Wealth Analysis, to deliver an integrated client experience
Must have
- Proven experience in investments and portfolio management
- Knowledge of legal, financial, and tax matters, ideally tailored to SME owners and self-employed individuals
- Assertiveness and flexibility, adapting to evolving client needs and market conditions
- Ability to simplify complex financial concepts for diverse audiences
- Proficiency in Dutch; English is a plus
Nice to have
- PBAB (Private Banking Association-Belgium) certification or willingness to obtain it
- Familiarity with digital tools and innovative banking solutions
- Strong local network within the business community and entrepreneurial circles
- Experience working with corporate structures and succession planning
- Capability to thrive in an informal, agile setting that values creativity and proactive thinking
What We Offer
Perks
Grow personally and professionally in a collaborative environment that champions ambition
Certification
Attain a recognized private banking certification, bolstering your professional credibility
Flexibility
Benefit from a flexible, hybrid work arrangement designed to foster a healthy work-life balance
Innovative
Join a forward-thinking culture that rewards innovative solutions and client-centric strategies
If you are poised to make a meaningful impact by guiding SME owners and self-employed professionals through pivotal financial decisions, get in touch. Let’s Bubble is managing the recruitment process and will support you every step of the way. Reach out today to explore how this private banking opportunity can advance your career. Together, we will shape the future of client-focused financial services.