Our client is a financial institution that specializes in private banking and asset management !
Banquier Privé
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.
Profile
- 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.
Offer
- A competitive salary with performance-based bonuses.
- Access to high-quality investment solutions and financial planning tools.
- Career growth opportunities in a leading private banking institution.
- A dynamic and client-focused work environment.