Private Banker Sme Owners & Self-employed - Zone Center

282

Waterloo, Belgium
Hybrid
Holistic approach to wealth management
Manage personal client portfolio
Attract and convince new clients
ING is seeking a Private Banker to support SME owners and self-employed individuals, focusing on personalized wealth management and client relationship development. The role requires experience in investment and portfolio management, with an emphasis on legal, financial, and fiscal knowledge

Job Summary

  • Accompany clients with a minimum investment product portfolio of €500,000, adopting a tailor-made holistic approach to protect and grow their assets.
  • Develop the private banking client portfolio by providing advice on wealth management, estate planning, credit, and taxation, based on the personal situation, projects, and priorities of your clients, as well as asset management within the company.
  • Achieve commercial objectives, benefit from a unique offer and a flexible remuneration package, and obtain the certification of the Private Banking Association-Belgium (PBAB).

Matching Summary

Match Score: 85

ING is seeking a Private Banker to support SME owners and self-employed individuals, focusing on personalized wealth management and client relationship development. The role requires experience in investment and portfolio management, with an emphasis on legal, financial, and fiscal knowledge.

Skills & Requirements

Must-have

  • holistic approach to wealth management
  • manage personal client portfolio
  • attract and convince new clients
  • collaboration with internal entities
  • professional experience in investment
  • good knowledge of legal, financial, and fiscal

Nice-to-have

  • assertive and flexible personality
  • informal and dynamic environment
  • innovative and supportive colleagues

Key Requirements

  • Minimum €500,000 investment product portfolio
  • Professional experience in investment and portfolio management
  • Good knowledge of legal, financial, and fiscal for businesses
  • Excellent knowledge of French and English

Work Rights

Not specified

Tailored Resume

Cover Letter