Assistant Private Banker

We are looking for a private banking assistant in the Brussels region as a permanent position. Some of your responsibilities are preparing for client meetings, regularization of accounts and prepare documents to be signed by clients. You’re someone who’s autonomous and is fluent in both French and Dutch.

Description

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 keep
  • Estimates,
  • Accompanying/preceding the sales person to sign the documents and hand over the documents
Preparation of account openings
  • 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,
Modification / Regularisation of client accounts (change of mandate, profile, address, etc.)
  • 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,
E-services
  • 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
Reporting to clients
  • 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.

Offer

Contract for an indefinite period

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