Private Banking Advisor H/F/X

Description de l'entreprise

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.

Description de la fonction

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.

Profil

• 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.

Compétences linguistiques

• Néérlandais (atout)

  • Comprendre : Expérimenté - (C1)
  • Écrire : Expérimenté - (C1)
  • Lire : Expérimenté - (C1)
  • Parler : Expérimenté - (C1)

• Français (atout)

  • Comprendre : Expérimenté - (C1)
  • Écrire : Expérimenté - (C1)
  • Lire : Expérimenté - (C1)
  • Parler : Expérimenté - (C1)

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