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Our client is a boutique wealth manager that combines experienced portfolio managers with a next-generation digital experience-independent & client-first. Their model avoids "one-size-fits-all" profiles; instead, clients get a curated core portfolio plus a personalized sleeve aligned to their preferences.
Wealth Manager
Functieomschrijving
- Build and grow a portfolio of HNW clients (entrepreneurs, families, investors) across Antwerp, Ghent, Leuven or Hasselt
- Prospect proactively: convert marketing-generated leads, network, and perform selective cold outreach
- Advise & manage client assets via Discretionary and Advisory setups, aligning risk, goals, and tax context
- Translate house views into client-specific allocations; explain strategy, performance drivers, and rebalancing
- Select funds across top managers (not just in-house) to deliver efficient, transparent portfolios
- Run compliant processes: KYC/AML, MiFID II suitability, documentation, pipeline tracking in CRM
- Close the loop: prepare proposals, host first meetings, and ensure smooth onboarding with central team
Profiel
- Hunter mindset with 2-10 years' experience in investments/retail/private banking; proven new-business wins
- Commercial & entrepreneurial: thrives in a scale-up with lean hierarchies and hands-on execution
- Client-centric communicator: credible with business owners and affluent families; excellent presentation & grooming
- Languages: Dutch (native/near-native) + good English and French
- Markets-savvy & IQ-driven: can simplify macro views, asset allocation, funds & fees
- Regulatory: MiFID II knowledge; spotless ethics and integrity
- Digital-first: comfortable using modern wealth tools, remote/video meetings, and CRM discipline
- Networked locally in Flanders; mobile across the assigned region
Aanbod
- Competitive base salary
- Performance bonus
- Benefits: company car, phone, group/health insurance
- Top-tier investment backbone: work with seasoned portfolio experts and a modern, hybrid advisory/discretionary platform
- Autonomy & impact: help build a brand and shape local go-to-market as the team scales