General Bdp Role

il y a 1 semaine


Wavre, Wallonie, Belgique Degroof Petercam Temps plein
**Context**:
Vous faites partie d'une équipe dynamique de Private Bankers à Wavre et êtes en charge du secrétariat ainsi que du suivi administratif et opérationnel. Ensemble vous garantissez un service qualité à nos clients.

**Votre Position**:

- Votre rôle auprès de l'équipe consiste en:
- Assister les PBO dans toutes leurs tâches commerciales et administratives
- Préparer les dossiers et rapports pour les visites clients et prospects et assurer le suivi administratif
- Préparer les documents d'ouverture de compte, en collaboration avec d'autres départements
- Suivre les mises à jour des dossiers clients, notamment suite aux changements régulatoires
- Gérer les agendas et organiser les réunions
- Préparer des donations et suivre les transferts monétaires et titres
- Votre rôle auprès des clients comprend:
- Répondre aux appels clients et les aider avec les opérations administratives
- Etre proactif dans la prise de rendez-vous avec les clients : suivre la fréquence de visites et contacter (appels ou mails) les clients pour planifier des réunions
- Préparer et assurer le suivi des transactions diverses
- Envoyer la documentation à la demande du client
- Assurer une expérience client de haute qualité : accueil des clients au bureau, orientation vers les salles de réunion, communications diverses,
- Autres tâches et responsabilités:
- Mettre les procédures à jour et proposer des améliorations ou modifications
- Bien maîtriser et appliquer la réglementation du secteur bancaire et les procédures du Private Banking

**Votre Profil**:

- Vous avez une formation de niveau Bachelier ou équivalent par expérience
- Vous avez une expérience dans une fonction commerciale/administrative, de préférence dans le secteur bancaire
- Vous maîtrisez le français, et avez une bonne connaissance de l'anglais
- Vous travaillez sans problème en Word, Powerpoint et Excel
- Vous avez le sens de l'organisation et travaillez avec précision
- Vous êtes discrèt(e), aimez prendre des initiatives et travailler de façon autonome
- Vous appréciez le contact humain à orientation commerciale et démontrez de belles capacités d'écoute
- Vous avez le sens du service, êtes communicatif(ve) et assertif(ve)
- Vous vous adaptez facilement aux changements
- Vous êtes intéressé par le monde financier

**Notre offre**:

- Degroof Petercam est assez grand et assez petit pour avoir de l'importance puisque nous sommes indépendants, opérons à l'international et avons différents métiers sous un même toit.
- L'entrepreneuriat est notre AND, l'expertise est notre carburant. Vous ferez partie d'une entreprise composée d'experts hautement qualifiés, talentueux et passionnés qui ne visent rien de moins que l'excellence.
- L'impact de notre travail va au-delà du profit en considérant les affaires d'un point de vue plus large, défiant ceux qui le veulent intellectuellement. En plus de notre environnement de travail fascinant, nous proposons également:
- Une large offre de programmes d'apprentissage et de développement, y compris une Academy Degroof Petercam pour les objectifs professionnels et personnels.
- Une rémunération attractive et conforme au marché
- Des horaires de travail flexibles et du télétravail
- Un programme d'engagement social des employés
- Un accès à la même Private Banking Expertise que nos clients

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