Portfolio Wealth Analyst - Brussels, België - Axis

Axis

Geverifieerd bedrijf

Brussels, België

1 week geleden

Geplaatst door:

Sophie Dubois

beBee Recruiter

Beschrijving

The Portfolio Wealth Analyst contributes to the proper monitoring and clear communication of all investment activities.

Description
As a member of the Investment team, your responsibilities include:

Ensuring the regular update and monitoring of client portfolios
Analysis of investment strategies, performance and management fees
Advice on asset allocation and portfolio restructuring
ESG analysis (Environment, Social, Governance)
Periodic presentations to clients
Support for development opportunities (responding to RFPs)

Profile

You are fluent in Excel and have a good knowledge of the Office suite. In general, you have an affinity for computers and data processing.
You are rather creative and have a certain sense of initiative
You have an analytical mind
Your native language is Dutch, with a working knowledge of English.
You are a perfectionist and rigorous
You are a good listener and adaptable in all circumstances.
You have a minimum of 5 years experience in the financial sector or banking institution.

Offer

Our client offers an open and harmonious working environment in the center of Brussels, with easy access to public transportation, where you will join a team of dynamic and motivated professionals whose goal is complete customer satisfaction.

We offer a competitive salary and benefits package, as well as support during your apprenticeship and development opportunities.