Personal Banking Advisor
Kortenberg,
Belgium
Help clients build a secure financial future.
Are you passionate about financial advice and building long-term client relationships? Do you enjoy helping clients make informed financial decisions while identifying opportunities to grow their wealth?
We are looking for a Personal Banking Advisor to join a well-established independent banking office in Kortenberg. In this role, you will manage and develop a portfolio of Personal Banking clients, providing tailored advice across investments, financing, wealth protection and retirement planning. Your goal is to become a trusted financial partner who supports clients throughout every stage of their financial journey.
Responsibilities
- Manage and further develop a portfolio of Personal Banking clients through proactive relationship management.
- Provide tailored advice on investments, financing solutions, retirement planning, wealth protection and other financial products based on each client's individual needs.
- Identify commercial opportunities and actively contribute to the sustainable growth of your client portfolio.
- Maintain regular contact with clients through face-to-face meetings, digital channels and telephone conversations, ensuring a consistent and personalised service.
- Work closely with colleagues and financial specialists to deliver integrated financial solutions and an outstanding client experience.
Must have
- Proven experience in Personal Banking, Financial Advisory or Investment Advisory within the banking or financial services sector.
- Demonstrated experience advising clients on investment solutions and building long-term client relationships.
- A strong commercial mindset with the ability to identify opportunities and grow a client portfolio.
- Sound knowledge of MiFID regulations, compliance requirements and risk management principles.
- Excellent communication skills in Dutch, with a strong command of French and English.
- A genuine passion for financial markets, investments and delivering outstanding client service.
Nice to have
- Experience working with affluent or Personal Banking clients.
- An established professional network in the local region.
- Confidence using digital banking and remote advisory tools.
- Relevant financial certifications or a willingness to further specialise.
- A proactive, entrepreneurial mindset with the ability to work collaboratively across teams.
Why you'll love this opportunity
- Build long-term relationships with your own portfolio of Personal Banking clients.
- Deliver meaningful financial advice across investments, financing, retirement planning and wealth protection.
- Join a locally established banking office where personal service and trust come first.
- Benefit from continuous learning opportunities and professional development.
- Work in a supportive team where collaboration, initiative and client satisfaction are valued.
What you'll receive
Competitive compensation
An attractive salary package complemented by performance-related incentives and a comprehensive range of fringe benefits.
Continuous learning
Benefit from ongoing training, professional development and opportunities to further specialise in financial advice and investments.
A supportive environment
Join a professional, entrepreneurial and people-focused team where your expertise and initiative are recognised.
Meaningful work
Help clients make informed financial decisions while contributing to the continued growth and success of a respected local banking office.
Ready to become a trusted financial partner?
If you're passionate about building lasting client relationships and delivering high-quality financial advice, we'd love to hear from you.
Apply today or get in touch for a confidential conversation. We'd be happy to tell you more about this opportunity.