Assistant Wealth Management

Management of the client relationship with the Wealth Managers;Administrative and commercial follow-up of clients, in compliance with our procedures and Compliance rules;Entering client instructions (payments, stock market orders, securities contributions/withdrawals), validation and control of...

Description

  • Management of the client relationship with the Wealth Managers;
  • Administrative and commercial follow-up of clients, in compliance with our procedures and Compliance rules;
  • Entering client instructions (payments, stock market orders, securities contributions/withdrawals), validation and control of their execution with the Back-Office;
  • Management of account documentation (openings, KYC, KYT, closings);
  • Telephone answering and response to customer requests;
  • Participation in the evolution and automation of our processes;
  • You provide local support for the optimal use of our IT system by the Wealth Managers for current operations;
  • You will be a driving force behind the implementation of tools allowing for the automation of operational processes (operations, controls, reporting, etc.), with data extractions (Business Objects), RPA and Excel/Access VBA functions.

Your profile

  • You have a Bachelor's degree or a Master's degree with an economic or commercial orientation and have previous experience in the banking sector in contact with clients, ideally in Private Banking;
  • 3 - 5 years experience minimum;
  • You have a good knowledge of banking products (investments, credits) and financial markets;
  • Ability to communicate, to work in a team and under quality/deadline constraints;
  • Customer orientation, initiative and independence;
  • Organization, rigor and precision;
  • Excellent knowledge of French and Dutch and good level of English;
  • Advanced knowledge of office tools (Word, Excel, Access) and notions of programming and database management.

Offer

Our client, active in the banking sector, offers you a permanent contract.

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