Portfolio Wealth Analyst
il y a 1 jour
The Portfolio Wealth Analyst contributes to the proper monitoring and clear communication of all investment activities.
**Description**
As a member of the Investment team, your responsibilities include:
- Ensuring the regular update and monitoring of client portfolios
- Analysis of investment strategies, performance and management fees
- Advice on asset allocation and portfolio restructuring
- ESG analysis (Environment, Social, Governance)
- Periodic presentations to clients
- Support for development opportunities (responding to RFPs)
**Profile**
- You are fluent in Excel and have a good knowledge of the Office suite. In general, you have an affinity for computers and data processing.
- You are rather creative and have a certain sense of initiative
- You have an analytical mind
- Your native language is Dutch, with a working knowledge of English.
- You are a perfectionist and rigorous
- You are a good listener and adaptable in all circumstances.
- You have a minimum of 5 years experience in the financial sector or banking institution.
**Offer**
Our client offers an open and harmonious working environment in the center of Brussels, with easy access to public transportation, where you will join a team of dynamic and motivated professionals whose goal is complete customer satisfaction.
We offer a competitive salary and benefits package, as well as support during your apprenticeship and development opportunities.
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