Your role & work environment
As a Private Banker, you are responsible for developing and managing relationships with high-net-worth clients on the Flemish and Dutch market. You provide a wealth management approach and offer financial products and services tailored to clients' financial, tax and patrimonial needs.
You work closely with internal stakeholders and external business providers to deliver an optimal client experience while ensuring compliance with regulatory and banking requirements.
Your key responsibilities
Client Portfolio Management
•Develop and manage a portfolio of existing clients through a tailored wealth management approach.
•Identify clients' financial, tax and patrimonial needs and propose suitable financial products and services.
•Process client requests and ensure appropriate documentation from a tax, financial and wealth planning perspective.
Business Development
•Maintain and expand a network of business providers to support client acquisition.
•Identify and develop new business opportunities within the Flemish and Dutch market.
•Build long-term relationships with clients and business partners to sustain commercial growth.
Client Service & Stakeholder Coordination
•Deliver high-quality client service while complying with due diligence and regulatory requirements.
•Coordinate the various stakeholders involved in the client relationship to ensure a seamless client experience.
•Participate in projects that support the consistency, continuity and evolution of the Private Banking business.
We look for
A colleague with a talent for taking it on and making it happen, enthusiasm for helping others to be successful and a knack for always being a step ahead. In other words, you strive to bring fresh ideas to life and embrace challenges in a fast changing and complex environment. You are a naturally collaborative person who listens and invests in others to achieve common goals. You love to challenge the status quo and are eager to propose creative solutions to problems.
As a Private Banker you will also need:
•Master's degree in Economics, Finance, Business Administration or a related field.
•Additional qualifications in Taxation and/or Wealth Planning are considered an asset.
•Proven experience in Private Banking.
•Strong knowledge of wealth management, financial markets and investment solutions.
•Good understanding of tax, financial and patrimonial matters.
•Demonstrated ability to develop and maintain a network of business providers.
•International mindset and client-oriented approach.
•In-depth knowledge of the Luxembourg market.
•Strong commercial acumen and relationship management skills.
•Ability to work effectively in a collaborative team environment.
•Fluent in Dutch and English.
•Knowledge of additional languages is considered an asset.
We offer you
•Develop your expertise in financial markets, wealth planning and investment solutions.
•Contribute to the growth and development of the Private Banking business in Luxembourg.
•Work in a stimulating environment alongside experienced professionals in Private Banking and Wealth Management.
