Private Banker FR/NL

Description of the Job Offer

Summary

Functieomschrijving

S&You can count on the knowhow of an international group with + 50 years of recognition in HR. We focus on the permanent recruitment of top profiles requiring special approach and attention.

For our client, an innovative bank of choice for private and institutional clients present over 25 offices across 4 continents. With a history spanning over 225 years, our client has grown stronger and provide a fresh investment perspective for their customers.

To provide support to Private Bankers and management (COO) on all client-focused operations, we are looking for a Bilingual Private Banker, who will assist client administration & management, organise workflows and ensure that processes remain timely as well as efficient and effective.

Functie-eisen

Key Responsabilities of an Private Banker Assistant :

Deal with all requirements of clients

  • Provide information about their portfolio valuation, support with the access on-line (e-services)
  • Process transfer orders and deal with client correspondence and all administrative matters.
  • Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity.
  • Order input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those.
  • Follow-up on corporate action and cash management

Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management

  • Give support to the Legal & Compliance department as well as Risk, Audit and Finance departments
  • Give support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business.

Support Private Bankers with all administrative duties pertaining to the clients’ accounts

  • Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative tasks in collaboration with Private Banker
  • Ensure appropriate filling/recording of documentation of all client account documentation
  • Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
  • Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)

Support COO in operational matters including change management (e.g. regulatory) and strategy.

  • Assist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations.

Contribute to the clients / prospects commercial support

  • Prepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports
  • Assist Private Bankers in the production of presentation material for client review meetings.

Desired profile for the function :

  • Education : Bachelor Degree
  • Experience : working in an international environment and ability to maintain a professional approach

  • Soft skills: organization with ability to priorities workload accordingly, a first-rate communicator, confidence to build strong professional relationships with other teams within the company, detailed-oriented, client oriented and stress resilient.
  • Language skills : Bilingual FR/NL

Arbeidsvoorwaarden

  • We offer you a permanent contract within an international Group with a human-scale DNA
  • A salary package tailored to your experience, including lunch vouchers (8€), group insurance, dkv insurance, gym membership and one day of teleworking per week.
Country
Belgium
City
Function
Autre
Requirements

Contact details for applications

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