Private Banking Advisor
Il y a 4 heures
Brussels, Belgique
Jobbydoo
Temps plein
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Are you an experienced investment professional with a strong commercial mindset, excellent empathy, and a passion for managing client portfolios? We are seeking a Senior Investment Advisor to join our team in Brussels. In this role, you will act as a trusted partner, delivering tailored investment solutions, promoting strategic financial products, and ensuring an exceptional client experience.
Key Responsibilities
- Portfolio Management & Growth: Attract, retain, and develop affluent clients’ portfolios while ensuring a premium, personalized client experience.
- Tailored Financial Solutions: Provide custom investment solutions with a win-win mindset, aligned with strategy, values, and high-level products.
- Market & Administrative Follow-up: Monitor financial market developments closely while maintaining solid administrative follow-up and regulatory compliance.
- Brand Ambassador: Actively promote financial strategy, values, and services to build long-term relationships based on trust. Our client is a leading international banking group offering high-level private banking, wealth management, and corporate financial services. They stand out through their strong focus on innovation, tailored financial advice, and long-term client trust. If you recognize yourself in this description, we look forward to meeting you and supporting your career path: we are at your service. At Unique, diversity and inclusion are values we prioritize. Here, you can excel in your individuality.
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Experience:
Senior profile with at least 5 years of experience in a similar role, OR a minimum of 3 years of experience in investment advisory.
- Certifications: Febelfin certifications are required.
-
Education:
Bachelor’s degree in finance, economics, or a related field.
- Languages: Bilingual Dutch/French is preferred, with Dutch being a must-have.
-
Skills:
Strong knowledge of financial products, strong client-facing experience, solid exposure to regulatory/administrative tasks, and a proactive, detail-oriented, team-player mindset.
Key Responsibilities
- Portfolio Management & Growth: Attract, retain, and develop affluent clients’ portfolios while ensuring a premium, personalized client experience.
- Tailored Financial Solutions: Provide custom investment solutions with a win-win mindset, aligned with strategy, values, and high-level products.
- Market & Administrative Follow-up: Monitor financial market developments closely while maintaining solid administrative follow-up and regulatory compliance.
- Brand Ambassador: Actively promote financial strategy, values, and services to build long-term relationships based on trust. Our client is a leading international banking group offering high-level private banking, wealth management, and corporate financial services. They stand out through their strong focus on innovation, tailored financial advice, and long-term client trust. If you recognize yourself in this description, we look forward to meeting you and supporting your career path: we are at your service. At Unique, diversity and inclusion are values we prioritize. Here, you can excel in your individuality.
-
Experience:
Senior profile with at least 5 years of experience in a similar role, OR a minimum of 3 years of experience in investment advisory.
- Certifications: Febelfin certifications are required.
-
Education:
Bachelor’s degree in finance, economics, or a related field.
- Languages: Bilingual Dutch/French is preferred, with Dutch being a must-have.
-
Skills:
Strong knowledge of financial products, strong client-facing experience, solid exposure to regulatory/administrative tasks, and a proactive, detail-oriented, team-player mindset.