About the Role
The Private Banker entrepreneur is responsible for the proactive management and development of a portfolio of wealthy clients in the Easy Guided segment. They support clients in developing, protecting and transferring their wealth by offering solutions tailored to their financial, investment, credit and protection needs.
The role holder actively contributes to the growth of assets under management, client satisfaction and the achievement of the bank's commercial objectives, while respecting regulatory and compliance requirements.
Main Responsibilities
Portfolio Management and Development
•Ensure proactive management of a portfolio of entrepreneur and business leader clients.
•Carry out regular contacts and portfolio reviews.
•Identify clients' financial and wealth needs.
•Grow the assets under management and the revenues of the portfolio.
•Ensure an excellent client experience and strengthen client loyalty.
Advice and Expertise
•Provide advice on investments, savings and wealth planning.
•Identify opportunities in credit, protection and wealth transfer.
•Propose solutions suited to the client's risk profile and objectives.
•Ensure the suitability and quality of the solutions proposed.
Acquisition and Business Development
•Detect and convert new money opportunities.
•Develop the portfolio through internal and external referrals.
•Collaborate with branches and other business lines to generate new commercial opportunities.
•Participate in the region's commercial initiatives.
Internal Collaboration
•Work closely with Agency Managers, PerBA, Business Bankers and product specialists.
•Ensure efficient transmission of opportunities between the different teams.
•Contribute to knowledge sharing and best practices.
Compliance and Risk
•Comply with applicable regulations (MiFID, AML, Compliance, Risk).
•Guarantee the quality of client files and the updating of KYC data.
•Apply internal procedures and contribute to a strong control culture.
Profile Sought
Education and Experience
•Master's or Bachelor's degree with an economic, financial or commercial orientation.
•Experience in the banking, investment or financial advisory sector.
•Required regulatory certification(s) and approvals, or willingness to obtain them.
Skills
•Excellent relational and commercial abilities.
•Strong client and results orientation.
•Financial and wealth analysis capability.
•Ability to identify commercial opportunities.
•Rigorous organization and autonomy.
•Team spirit and cross-functional collaboration.
