Client Reporting Coordinator in Private Banking

As the Accounting Department's customer reporting coordinator, you will provide Private & Wealth customers with ongoing, clear information on the performance of their investment portfolios through various information channels, in order to create and maintain a lasting, transparent relationship. Excellent knowledge of portfolio analysis. Our client is a major bank recognized on the Belgian market and will provide you with the stability you're looking for.


  • You coordinate the data management of private asset contracts as well as contracts in the Portfolio Management Systeem. You focus on integrating new data checks (additional or more in-depth) to improve data quality.
  • You coordinate the various types of customer reporting: from day-to-day digital reporting visible to the customer on the banking channels screen, to the various PDF reports that are periodically made available in the customer archive and the customized reports sent by mail or digitally that you help to analyze and implement.
  • You are involved in monitoring the Portfolio Management system for post-trade compliance & risk checks, and are able to convert the results of these checks into files which are then used for periodic reports to customers.
  • You identify and analyze all questions and complaints (2nd line) from Private & Wealth customers received via the various channels (via bankers, via portfolio managers, via the contact-center, via the complaints department, via family offices, etc.) with a view to submitting proposals for improvement to customers.
  • You participate in the analysis and implementation of projects that improve the organization of work within the team, the systems used, the application of procedures and SLAs, (new) types of reporting for customers and the quality of service. You represent the team at various PMT meetings, Steerco's, Business Meetings, etc.
  • You regularly give a detailed presentation of customer reporting capabilities and deliver optimizations to management, Private Bankers and Wealth Managers at organized events, ...

Your profile

  • a Master's degree
  • strong analytical and logical thinking skills
  • at least 3 to 5 years' experience in reporting and/or portfolio management roles
  • enjoy solving complex problems and rising to the challenge of providing concrete solutions
  • team spirit and collegiality are a given
  • organizational skills, both in the office and remotely
  • affinity with the latest technologies
  • respect for banking discretion


Our client is offering you a full-time, open-ended contract with :
  • A handsome salary, as well as the opportunity to compose a Flex budget that you can spend according to your preferences (e.g. car, bike, PC, smartphone, tablet) and benefits, such as luncheon vouchers, benefits on in-house products and services, hospitalization and group insurance.
  • Development possibilities through a wide range of training and career opportunities.
  • A good work-life balance thanks to flexible working hours, a combination of office and home working and an attractive number of days off.
  • A modern workplace in the heart of Brussels, with a gym, restaurant and meeting space.

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Hi, I'm Mathilde Georgin, senior career advisor,
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