Beheer van financiële activa via discretionair vermogensbeheer

My function: Working as a private banker for the Private Banking department at BNP Paribas Fortis, I’m affiliated with the Private Banking Centre of Hasselt. I provide a "global wealth" approach to clients and prospects. That includes specific advice in investments, asset allocation, wealth structuring (estate planning, tax optimization), insurance and credits. My employer: • BNP Paribas Fortis Private Banking & Wealth Management is the number 1 market leader for private banking in Belgium with a market share of 25%. Our teams are located in 37 Private Banking Centres where we serve 70,000 client relations. We have 62 billion euros in Assets under Management and 900 employees. Paribas Fortis Private Banking & Wealth Management is part of the BNP Paribas Group, which holds the number 1 position in Private Banking & Wealth Management in Europe and is ranked 5th on a global scale. • You want the best possible solutions for your wealth, no matter how complex its structure. And it goes without saying that you expect the best-informed advice around. As private banker I’m your trusted person and central point of contact to coordinate your financial needs, to support you in achieving your personal goals. • Thanks to the highly qualified multidisciplinary teams we have assembled to guide you through a multitude of fields: 1. Investment experts track the development of banking products, the slightest shifts in the stock markets and the ups and downs of the real-estate market. 2. An estate planner analyses your portfolio from every legal and tax angle. He or she will ensure the balanced allocation of your assets and help you plan your estate or provide you with the adequate credit solution. 3. Internationally acknowledged experts put their skills and know-how at your service in areas such as philanthropy, art and asset management.