Job Description
- 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 c...