Client Officer
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We are looking for a Client Investment Officer to join our team In this role, you will be responsible for reporting on client portfolios and optimizing processes using innovative solutions such as automation and AI. You’ll execute transactions, monitor market trends, and serve as the primary point of contact for clients. With a bachelor’s or master’s degree in finance and at least 4 years of experience, you’re a strong communicator, well-organized, and have an analytical mindset. Take on this challenging role and contribute to the success of our organization.
Responsibilities
- You will be responsible for reporting on the various assigned client portfolios
- You will optimize existing processes and actively contribute ideas regarding automation and AI applications to improve operational efficiency
- You will monitor market overviews, trends, and benchmarking
- You will execute necessary transactions with banks at the request of clients
- You will be responsible for following up on client advice and inquiries
- You will handle administrative follow-up for general partnerships, MiFID, contracts, reports, and documents
- You will take ownership of your cases, monitor deadlines and quality, and serve as a coordinator between clients, internal stakeholders, and external parties.
Requirements
- You have at least a bachelor’s or master’s degree in finance
- You have an excellent command of Dutch, as well as knowledge of French and English
- You have at least 4 years of experience in the financial sector
- You have experience with and/or a strong affinity for AI
- You are a good communicator and a team player
- You are organized and can handle stress well
- You enjoy working with numbers
- You have strong analytical skills
- You are critical and not afraid to question things
Benefits
- An attractive compensation package
- Flexible hours
- A highly educational environment
- You'll be joining a well-known and respected company in the financial sector.
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