Banquier Privé

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

• 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.

• 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.