Vacatures Financiën, verzekeringen & recht »  business application, Financiën in Philippeville:   2 jobs

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Uit
Aan

middle office

  • Michael Page
  • Meerdere regio's
  • 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.

Kennisbeheerder Vervangingsinkomen

  • CM (Christelijke Mutualiteit)
  • Meerdere regio's
  • Onbepaalde duur
  • de erkenning van arbeidsongeschiktheid begeleiden;
  • de nodige info verzamelen en het vervangingsinkomen berekenen;
Anderen bekeken ook
ENGIE
PPP GENT
  • PPP GENT
  • Wetteren, Lede, Aalter, Laarne, Kalken, Ninove, Geraardsbergen
  • Freelance, Onbepaalde duur, Bepaalde duur, Zelfstandige
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Michael Page

middle office

Voltijds
Staat 13 dagen op Jobat.be

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.

middle office

Functieomschrijving

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.

Profiel

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

Aanbod


  • A diverse and inclusive work environment

  • Opportunities for professional development

  • The chance to work in a thriving financial services industry in Bruxelles




We encourage candidates who are eager to learn and grow in a dynamic financial services environment to apply for this exciting Middle Office role in Bruxelles.

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