Private Banking Advisor
UNIQUE · Brussel · 2026-09-17
Over deze functie
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.
**Bedrijfsinfo**
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.
* 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.
Gevraagde vaardigheden
- De klant begeleiden bij de toepassing van de oplossingen Adviseren over de organisatie, de methodes en de middelen
- De klant oplossingen voorstellen Verbeteringen voorstellen qua organisatie, procedures, middelen, ...
- De technische, economische, … informatie en de reglementering opvolgen en actualiseren
- De noden van de klant analyseren De doelstellingen en het kader van de interventie bepalen
- De uitvoeringsmodaliteiten van de oplossingen bepalen De succesfactoren identificeren
- De doelstellingen van een project bepalen
- Verbetertrajecten voorstellen
- De specificaties beschrijven in een usecase
Vergelijkbare vacatures
- Private Banking AdvisorUnique Brussels · Brussel
- Senior Portfolio Manager - Brussels - Private BankingMICHAEL PAGE INTERNATIONAL (BELGIUM) · Brussel
- Credit Risk Analyst - Brussel - Private BankingMICHAEL PAGE INTERNATIONAL (BELGIUM) · Brussel
Uw volgende baan staat er al tussen.
Doorzoek actuele vacatures van duizenden werkgevers, bewaar de interessante en laat JobBob de rest in de gaten houden.