Private Banking Advisor

Unique Brussels; Brussel; Hybride; EUR 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

1 dag thuiswerk per week

Aantrekkelijk salaris en extralegale福利

Résumé du poste

Unique Brussels zoekt een Senior Investment Advisor om portefeuillebeheer en advies te verzorgen voor een vermogende klantenportefeuille in Brussel. U levert op maat gemaakte beleggingsoplossingen, onderhoudt klantrelaties en draagt bij aan een uitzonderlijke klantervaring.

De kandidaat heeft minimaal 5 jaar ervaring in een vergelijkbare rol of 3 jaar in investment advisory, met Febelfin-certificeringen en een bachelor in financiën of economie.

Qualifications

• Minimaal 5 jaar ervaring in een vergelijkbare rol of minimaal 3 jaar ervaring in investment advisory.
• Febelfin certificeringen zijn vereist.
• Bachelor in financiën, economie of een gerelateerd vakgebied.
• Nederlands is vereist; tweetaligheid Nederlands/Frans is gewenst.

Responsabilités

• Portfolio-ontwikkeling en -groei door het aantrekken en behouden van vermogende cliënten.
• Op maat gemaakte beleggingsoplossingen leveren in lijn met de strategie en productaanbod.
• Volgen van markten en administratieve taken met naleving van regelgeving.
• Brand ambassador: actief promoten van financiële strategie en dienstverlening naar langdurige relaties.

Connaissances

Portfolio management

Client-facing

Regulatory/administrative tasks

Detail-oriented

Team player

Financial products knowledge

Dutch language proficiency

Formation

Bachelor’s degree in finance, economics, or related field

Febelfin certifications

Description du poste

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.