Private Banker SME owners & self-employed - Belgium
--Belgium--
As a Private Banker, you will guide SME owners and self-employed professionals in safeguarding and growing their wealth. You work closely with clients who have significant assets, combining financial expertise with a personal approach.
Every day, you build trust and long-term relationships by offering tailored advice on investments, estate planning and credits. Together with a strong team of private banking experts, you contribute to the growth of a leading player in the Belgian market. This is a role where your impact is both personal and strategic, helping clients secure their financial futures.
Responsibilities
- Guide and advise SME owners and self-employed clients with investable assets over €500,000 through a holistic, tailor-made approach.
- Manage a personal client portfolio of ~100 families, focusing on trust, relationship-building, and retention.
- Expand the Private Banking client base by engaging in networking and public relations activities.
- Provide advice across wealth management, estate planning, credits, and taxation, based on clients’ unique goals and priorities.
- Collaborate closely with internal experts (Asset Management, Wealth Analysis & Planning, Portfolio Management) and the regional commercial network.
Must have
- Proven professional experience in investments and portfolio management.
- Strong knowledge of legal, financial, and tax-related matters relevant to entrepreneurs and SMEs.
- Excellent command of Dutch or French (spoken and written).
- Ability to present complex financial topics in an accessible way.
- Assertive, flexible, and driven to achieve commercial objectives.
Nice to have
- Experience working with SME and entrepreneurial clientele.
- Familiarity with estate planning and inheritance law.
- Broad general knowledge to connect with clients’ diverse interests.
- Knowledge of English (spoken and written).
- Certification from Private Banking Association-Belgium (PBAB) or willingness to obtain it.
What's great in the job?
This role offers the opportunity to combine financial expertise with human connection. You will work with ambitious entrepreneurs and self-employed professionals, helping them secure their legacy while building long-term trust. As part of a strong and supportive team, you enjoy autonomy in managing your own client portfolio while always having the backing of specialists. It is a position where you grow together with your clients, shaping both their futures and your own.
What they offer
Grow with purpose
You gain access to advanced training, including PBAB certification, ensuring you continuously develop your expertise.
Flexibility in your work
Hybrid working options and an informal, dynamic environment give you the space to balance performance and personal life.
Team of experts
You are surrounded by experienced colleagues in Private Banking and Wealth Management, enabling true collaboration and shared success.
Impact that matters
Your work directly shapes the financial wellbeing of SME owners and entrepreneurs, making every client relationship meaningful.
Are you ready to make a difference for entrepreneurs while growing your own career? Let’s Bubble will guide you personally throughout the process and ensure a discreet, smooth introduction. Apply today and discover how your expertise can create impact for both clients and yourself.