Private Banking Advisor
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Wat:
Frequentie: Dagelijks Wekelijks
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.
Private Banking Advisor
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.
Profiel
- 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.
Aanbod
- Location & Flexibility: Conveniently located office in central Brussels with modern working conditions, including 1 day of remote work per week.
- Package: An attractive, competitive salary package tailored to your expertise and senior status, complemented by comprehensive extra-legal benefits.
- Career Growth: The opportunity to build a high-impact career within a prestigious international banking environment.