Private Banking Advisor
Over deze vacature
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.
- 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.
Marktinzicht
Ontdek gerelateerde vacatures
Soortgelijke banen
Bekijk alle soortgelijke vacaturesAssistant de bureau
Private Banking Advisor
Dossierbeheerder
IT and Marketing/Communication Administrator
Klantenadviseur - Customer Service Belfius
Customer Service Medewerker
Veelgestelde vragen
Welk salaris kan ik verwachten?
Deze vacature toont geen salaris. Vergelijkbare rollen in Bruxelles betalen vaak rond 3 400 € (mediaan van 25 vacatures).
Hoe solliciteer ik op deze vacature?
Open de oorspronkelijke bronpagina en neem daar contact op met de werkgever. Finder rekent werkzoekenden nooit iets.
Zijn deze vacatures actueel?
Ja. Finder vernieuwt regelmatig vacatures uit openbare bronnen en verwijdert gesloten aanbiedingen.
Waar kan ik het soort dienstverband en de werkvorm zien?
De belangrijkste voorwaarden vindt u boven de beschrijving. U kunt ook gerelateerde vermeldingen openen voor UNIQUE NV en Bruxelles.