Client Advisor Assistant Hasselt - Antwerpen, België - Quintet Private Bank

Quintet Private Bank
Quintet Private Bank
Geverifieerd bedrijf
Antwerpen, België

1 maand geleden

Sophie Dubois

Geplaatst door:

Sophie Dubois

beBee Recruiter
Beschrijving

Purpose of the Job:


This function consists in giving commercial and administrative support to one or a team of Client Advisors and their clients in the field of follow-up of client portfolios and relationships.

Client Advisor Assistants are a key team member in ensuring superior client experience by providing excellent administrative, commercial and organizational support in all client-related processes.

The function requires efficient and effective working methods and mastery of all client related processes.


Key Accountabilities:


  • Assisting the Client Advisors and the Desk Head with administrative/organizational arrangements and client processes for optimal support service delivery;
  • Execute administrative banking tasks : account openings and closings, manage debit balances, introduce credit requests, donation requests,
  • Process all clientrelated orders independently (execute stock exchange orders, payments, opening/closing of accounts);
  • Proactive engaging in all account related processes, controls, bookings, transfers,
  • Assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Back Office;
  • Take an active role in the sales effort visàvis the clients on a nonstrategic level;
  • Deputize Client Advisors and other Assistants during their absences;
  • Take an active role in organizing events and client meeting.

Knowledge and Experience:


  • Bachelor/master degree and proven experience in the banking sector preferably in a client facing function (or having a genuine interest in a career in a private banking environment);
  • Attestation PCP (Willems Law
  • Servicing in the banking sector);
  • Sound understanding of process and risk related requirements within a complex Private Bank environment.

Technical Skills:

Windows Office (Excel, Power Point, Word), Microsoft Outlook.


Languages Skills:


  • Dutch: Fluent;
  • Good understanding of English and French.
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