Personal Banker Zone Centre

ING

Bruxelles, Belgium
Portfolio development and financial planning
Client relationship management
Proactive needs assessment
You are responsible for the development and advice of a portfolio of A+ clients and for their financial planning, offering solutions for wealth management, family protection, project financing, and retirement planning

Job Summary

  • You are responsible for the development and advice of a portfolio of A+ clients and for their financial planning, offering solutions for wealth management, family protection, project financing, and retirement planning.
  • Your commercial mindset and proactive response to client needs are key, ensuring they utilize the appropriate channels and contributing to the region's financial results through collaboration and opportunity detection.
  • We offer personal growth and challenging work with endless possibilities, an informal and dynamic environment with innovative colleagues, and a progressive way of working that values new ideas.

Matching Summary

You are responsible for the development and advice of a portfolio of A+ clients and for their financial planning, offering solutions for wealth management, family protection, project financing, and retirement planning.

Skills & Requirements

Must-have

  • portfolio development and financial planning
  • client relationship management
  • proactive needs assessment
  • digital channel guidance
  • asset growth and acquisition
  • investment solutions promotion

Nice-to-have

  • enthusiastic team player
  • creative problem solver
  • challenging the status quo
  • interest in financial world
  • innovative and dynamic environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter