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Online since 08/01/2022

Assistant for Wealth Management Team in Brussel

For our client active in wealth management we are looking for a dynamic and professional Assistant to support a small team of wealth managers/relations managers. This is a highly professional working environment where trusted people enjoy plenty of workplace benefits.

Here is a snapshot of what your day to day will look like:

  • You handle general inquiries from clients and you assist your team in all aspects of client services.
  • You take on and execute clients’ orders while checking appropriateness/suitability where required.
  • You process and follow up client payment instructions in a professional and timely manner.
  • You provide regular updates to your managers with respect to unauthorised overdrafts and prepare credit excess reports.
  • You assist in the execution of the periodic fee run by ensuring your managers are informed of any insufficient balances.
  • You prepare and distribute client-related administrative documentation.
  • You assist in the account opening and closing process, ensuring that the proper documentation is obtained.
  • You keep the clients’ account/investment/market information system up to date at all times.
  • You take ownership of operational account problems and remain accountable through to completion.
  • You support your managers in performing client after-sales tasks including scheduling follow up calls and meetings.
  • You coordinate marketing events invitations and approvals to support your team.
  • You provide a wide range of support tasks to your managers, such as email management, phone management, weekly flash and other special projects.
  • You act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.

For successful execution of these tasks the following profile is required:

  • Bachelor/master-level education or with relevant industry experience.
  • Relevant industry experience in a business management/account management /relationship executive position with a genuine interest in Private Client Wealth Management.
  • Strong team player, also able to meet tight deadlines and multi-task.
  • Self-motivated and goal-orientated or proactive with a can-do attitude.
  • Excellent communication skills and strong interpersonal skills with a positive approach.
  • Able to work in a high paced environment under pressure.
  • Meticulous, methodical and concise, with strong attention to detail.
  • Client-oriented and solution-oriented.
  • Professional integrity, someone with high service standards and attitude, and a strong ability to be flexible.
  • Good knowledge (written and oral) in Dutch, French English.


 

You will receive a highly competitive and complete salary package in line with the tasks and responsibilities you will own. You will work in a fast-paced continuously moving corporate environment where you will be challenged to perform at your best each day.

  • Sector: Bank

Our client is a renowned player, known over the world, with growing activities in wealth management. Located in the Brussels City Center.