Belgique

International Private Bank, Private Banker, Executive …, Brussels

International Private Bank, Private Banker, Executive …, Brussels
Description
Job Description As a Client Advisor based in Brussels, within the International Private Bank, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. You will also be responsible for the client experience and engaging our resources to deliver a complete wealth‑management solution. Our Client Advisors are self‑starters with a proven track record of success. They are skilled problem‑solvers who offer specialized advice to clients, manage and maintain relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.

Our culture of performance, transparency, and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities

Generate business results and acquire new assets, both from the existing client base and new client acquisition, with a focus on the Belgium client market.

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.

Partner with internal specialists to provide interdisciplinary expertise to clients when needed.

Understand client goals and objectives to develop and implement an investment plan on the overall balance sheet, including holistic asset allocation, investment management, portfolio construction, tactical asset allocation shifts, wealth planning, credit and banking needs.

Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium, and long term through a holistic goals‑based planning approach.

Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Partner with other Client Advisors in the team to maximize team strength and achieve team goals.

Required Qualifications, Capabilities And Skills

Significant experience in Private Banking working with high‑net‑worth individuals or related fields within financial services.

Previous business development experience with knowledge in profiling, negotiation, and asking for referrals proactively.

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.

Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth‑planning opportunities.

Strong reputation with an established network.

Preferred Qualifications, Capabilities And Skills

Asset allocation / multi‑asset‑class portfolio or sales experience is favourable.

Chartered Financial Analyst (CFA) is a plus.

Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.

Fluency in English, Dutch, and French.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

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International Private Bank, Private Banker, Executive … est visible sur Locanto dans la catégorie Bruxelles Autres métiers.

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