Job Responsibilities:
- Operational support to Bankers and wider integrated team, where appropriate
- Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
- Help support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
- Help with business and banker projects and strategies for prospects and clients including subscription and content management
- Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
- Support to resolve ad hoc client queries and standard reporting
- Conduct client Periodic Reviews in coordination with the Banker
Required Qualifications, Capabilities and Skills:
- Fluent in French, Dutch and English.
- University degree, preferably in finance, law or business related subject (or equivalent)
- Absolute discretion when dealing with confidential matters
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Good judgment and problem solving skills
- Ability to work both independently and as a team player
Preferred Qualifications, Capabilities and Skills:
- Previous experience in Private Banking industry (especially in Belgium)