Assistant Private Banking

For a client active in private banking we are looking for an Assistant Private Banking.

Description

As an Assistant Private Banking, you will support the team of Private Bankers.
An overview of the range of tasks:
  • Preparing client visits: agenda management, preparing periodic portfolio discussions, wealth structuring & succession planning files.
  • Preparing events for clients & prospects: full organization of informative meetings, but also leisure events in consultation with the Marketing & Communications department.
  • Onboarding new clients: introduction, administration & welcoming existing clients to the office.
  • Administrative banking tasks such as:
  • Banking transactions: transfers, credits, online banking, portfolio statements.
  • Prepare necessary formalities for account opening.
  • Preparation of documents & full input into digital systems.
  • Maintenance of client files (change of address, change of name, making connections, etc.),
  • Maintenance of client & prospect files.
  • Credit continuations & starting up new credit files.
  • Handle lists for the purpose of client care.

Your profile

  • You have a Bachelor's or Master's degree, preferably within the field of banking and finance.
  • You are customer-oriented & a real organizational talent.
  • You are stress resistant, have a sense of initiative & a real team player.
  • You are computer literate.
  • You speak very good Dutch and French is a plus.

Offer

  • You will receive a permanent contract.
  • You will be working in a professional environment.
  • A competitive salary package complemented by fringe benefits.

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