Banquier Privé

看过: 110

更新日: 11-11-2025

位置: Namur City Namur

类别: 金融/银行/股票营业额

行业: Staffing Recruiting

水平: Entry level

工作类型: Full-time

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工作内容

Financial institution that specializes in private banking and asset management !
Banquier Privé

About Our Client

Our client is a financial institution that specializes in private banking and asset management !

Job Description

Develop and manage a portfolio of HNW clients, understanding their financial needs and objectives.
Provide expert advice on wealth management, investment strategies, tax optimization, and estate planning.
Identify and acquire new clients through networking, referrals, and proactive prospecting.
Collaborate with internal teams, including investment advisors and tax specialists, to deliver comprehensive financial solutions.
Monitor financial markets and regulatory changes to provide informed recommendations to clients.
Ensure compliance with banking regulations, KYC, and AML policies.
Maintain long-term client relationships by offering continuous support and financial planning.

The Successful Applicant

Proven experience in private banking or wealth management.
Strong knowledge of financial markets, investment products, and estate planning.
Excellent communication and relationship management skills.
Ability to work independently and manage a client portfolio effectively.
Fluency in French; English and Dutch are a plus.
Relevant certifications (e.g., CFA, CFP, or similar) are an advantage.

What’s on Offer

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