Assistant Private Banker

il y a 4 jours


Bruxelles, Région de Bruxelles, Belgique Morgan Philips Group Temps plein

Our client is a Private Bank (Tier 1). The team which is comprised of industry-leading professionals is seeking a highly motivated Assistant Private Banker to join them.

Role Overview:

As an Assistant Private Banker, you will play a crucial role in supporting our Private Bankers in delivering top-tier financial services.

You will assist in managing client relationships, preparing financial plans, and ensuring all client inquiries are handled with the utmost care and professionalism.

This role offers an excellent opportunity for growth within a prestigious financial institution.

Key Responsibilities:

  • Assist Private Bankers in client relationship management
  • Prepare and analyze financial plans, investment proposals, and portfolio reviews
  • Coordinate client meetings and follow-ups
  • Handle client inquiries and ensure timely resolution
  • Maintain accurate client records and documentation
  • Support the team in research and market analysis

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related field
  • Previous relevant experience in private banking or financial services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • High level of attention to detail and accuracy
  • Proficiency in MS Office (Excel, Word, PowerPoint)
  • Ability to work independently and as part of a team
  • Fluent in French and English (Dutch is advantageous)

What you can expect:

  • Competitive salary and benefits package
  • Opportunities for professional development and career advancement
  • A collaborative and supportive work environment
  • Access to cutting-edge financial tools and resources

If you are a proactive and dedicated professional with a passion for private banking, we invite you to apply for this unique opportunity.


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