Private Banking Assistant

il y a 7 jours

Bruxelles, Région de Bruxelles, Belgique Edmond de Rothschild Temps plein

Mission

EDR considers Belgium as a core market for its private banking activities. As such, we want to continue growing our AUM & client base, in order to strengthen our position as a leading player in the Belgian market.

As Assistant Private Banker in the Brussels' team, you proactively provide daily administrative, operational and commercial support to Relationship Managers (Private Bankers) in order to serve our clients in a spirit of excellence.

Responsibilities

ORGANIZE AND DOCUMENT INTERNAL AND EXTERNAL CUSTOMER MEETINGS

  • Organize client/prospect meetings (internal and external)
  • Prepare client/prospect meetings by ensuring that the Private Banker has all the documents and information useful for the smooth running of the meeting (reporting, update on current operations, monitoring of suspensions, verifications and regularization of all types...)
  • Participate in certain client meetings at the request of the Private Banker, and within the framework of his responsibilities
  • Ensure preparation and follow-up afterwards on client contracts (e.g. portfolio management contracts, lending contracts, ...)

PROCESS INSTRUCTIONS AND SERVICE REQUESTS FROM CUSTOMERS

  • Enter and/or validate (i.e. transaction controls) in the Bank's system
  • Execution and documentation of MIFID tests (A test and TM test)
  • Encoding of telephone contacts and customer visits in system tools
  • Transmit the control evidence and the original order for archiving according to the defined nomenclature

OPENING, MAINTENANCE AND CLOSING OF CLIENT ACCOUNTS

  • Prepare account opening/closing actions
  • Carry out administrative monitoring of account openings/closings and prepare the necessary elements for the account opening committees
  • Communicate to the support teams the configuration of reporting and pricing conditions and monitor their implementation
  • Carry out requests for changes to account identification, prepare MiFID/ESG algorithms
  • In conjunction with the person responsible for the physical archiving of files, ensure the classification of all documents and customer information.

CLIENT FOLLOW-UP

  • Check the consistency of postal addresses, emails and telephone numbers in the system and request the necessary corrections.
  • Respond to customer requests and transmit information to bankers and relationship managers
  • Support the customer in their activities related to e-banking
  • Support the private banker with his yearly KYC review activities

COMPLIANCE AND PERSONAL CONDUCT

  • Know and apply the banking rules and other regulations applicable to its customers in the target markets
  • Follows all internal and external training offered and suggested by the Bank as part of mandatory training

Profile, Degree & Experience

  • Bachelor in Finance, Economics or Business Management.
  • +3 years of experience within Private Banking segment or assimilated
  • Languages: Fluent in French + English (Dutch is an extra strength)
  • Team player – Solution Oriented – Proactive – Attention to detail – Customer centric

Le groupe Edmond de Rothschild valorise et s'engage en faveur de l'inclusion et la diversité sous toutes ses formes, en tant que facteurs de performance durable et de bien-être au travail

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