Personal Banker Zone Centre

Armaokchapter

Marnix, Belgium
Portfolio development and advice
Financial planning for clients
Wealth management solutions
In this role, you will be responsible for developing and advising a portfolio of A+ clients and will be responsible for their financial planning

Job Summary

  • In this role, you will be responsible for developing and advising a portfolio of A+ clients and will be responsible for their financial planning.
  • Your expertise will allow you to acquire new clients and ensure the growth of your portfolio, while building a relationship of trust to attract new assets from other banks.
  • We offer personal growth and stimulating work with endless possibilities to achieve your ambitions in an informal, dynamic environment with innovative colleagues.

Matching Summary

In this role, you will be responsible for developing and advising a portfolio of A+ clients and will be responsible for their financial planning.

Skills & Requirements

Must-have

  • portfolio development and advice
  • financial planning for clients
  • wealth management solutions
  • client relationship management
  • proactive client needs assessment
  • digital channel adoption

Nice-to-have

  • team player
  • creative problem solver
  • enthusiastic about helping others
  • challenging the status quo

Key Requirements

  • MiFID legislation compliance
  • risk management legislation compliance
  • perfect knowledge of Dutch
  • good communication in French

Work Rights

Not specified

Tailored Resume

Cover Letter