Assistant Private Banker
Preparing for client meetings Check the client's suspense,Prepare documents to be signed by the client (transfers, securities movements, etc.)Regularization of accounts (New mandate, constraints, MIFID, DNUS, Fatca ...),Verification of the identity card,Printing of mail, ? No more mail to...
Description
Preparing for client meetingsCheck the client's suspense,
- Prepare documents to be signed by the client (transfers, securities movements, etc.)
- Regularization of accounts (New mandate, constraints, MIFID, DNUS, Fatca ...),
- Verification of the identity card,
- Printing of mail, ? No more mail to keep
- Estimates,
- Accompanying/preceding the sales person to sign the documents and hand over the documents
- Preparation of documents according to the type of customer,
- Data entry in the CRM,
- Printing of pre-filled documents -> Client/banker meetings
- After signature by the customer, verification of documents,
- Preparation of circulation forms,
- Sending the signed documents to the customers,
- Preparation of documents according to the type of customer,
- Pre-filled documents,
- After signature by the customer, verification of documents,
- Preparation of circulation forms,
- Data entry in the CRM,
- Sending signed documents to customers,
- Implementation in the work-flow,
- Sending access to the customer,
- Possible modifications,
- MY LO BRU help desk: answering the customer's questions during use,
- Follow-up of customer mail
- Drafting of letters,
- Sending,
- Filing,
- Execution of client's instructions DAILY
- Transfers, (if necessary follow up with other entities for invoices to be paid)
- Standing orders,
- Provision of documents, estimates, certifications,
- Answering "administrative" questions from the client,
- Management of customer cash debits -DAILY
- Covering of cash debits (in agreement with the commercial and/or management),
- Investment of cash in money market funds (in agreement with the management and/or the commercials),
- Management of daily OST + reminder at the dead line
- Follow-up of new OST,
- Informing the sales staff and/or manager,
- Collection of responses (including the numerous reminders required),
- Encoding in the system,
- Management of incoming and outgoing securities (on receipt of instructions)
- Receipt/check Entry in G2 of securities outgoing
- Reception/check Entry by Loesa Ops team of securities announcements
- Sending to the customer of various reports in a punctual or recurring way in particular of the estimat
Your profile
- Bilingual FR/NL candidate but NL mother tongue.
- Flexible.
- Experience in private banking.
- Autonomous.