Our client is a top-tier wealth management firm based in Bruxelles, with over 3000 employees globally. They are a leader in the financial services industry, offering a wealth of banking and financial services to a diverse range of clients.
Client Relationship Management:
- Act as the first point of contact for clients, ensuring prompt responses to queries.
- Prepare client reviews and assist with the onboarding process for new clients.
- Maintain and update client records in compliance with KYC/AML standards.
- Administrative and Operational Support:
- Assist the Private Banker with the preparation of presentations, portfolio reviews, and other client-related documents.
- Monitor client accounts and transactions to ensure accuracy and compliance.
- Coordinate meetings, calls, and follow-ups between clients and the Private Banker.
- Coordination with Internal Teams:
- Liaise with internal departments (investment, legal, compliance) to facilitate client services.
- Ensure proper execution of investment decisions, transfers, and account adjustments.
- Market and Client Research:
- Support the Private Banker by gathering financial market insights and preparing analysis for client discussions.
A successful Middle Office candidate should have:
- A degree in Finance, Economics, or a related field
- Knowledge of banking and financial services
- Excellent client service skills
- Strong attention to detail and organisational skills
- Proficiency in MS Office applications
- Ability to work in a team environment
- Excellent communication skills in English and French