Investment Care Relationship Manager

il y a 7 jours

Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

**Context**:
Notre position de banque belge indépendante, avec des actionnaires familiaux et 150 ans d'expérience, est un atout. Non seulement pour nos clients, mais aussi pour notre personnel.
Chez Degroof Petercam Private Banking, l'expertise est au service de nos clients. Au sein de DP Investment Care, nous proposons des solutions d'investissement de manière interactive. Outre les outils numériques efficaces, nous accordons toujours une grande importance au contact humain.

Pour soutenir nos ambitions, nous recherchons un **Relationship officer Investments** pour rejoindre l'équipe DP Investment Care à Bruxelles.

**Your Position**:

- Vous travaillerez en équipe avec d'autres conseillers en Investment Care ayant différents niveaux d'expérience. En tant qu'équipe, vous êtes responsable du suivi et du service efficaces du portefeuille de clients dans le segment Mass Affluent.
- Vous êtes un membre essentiel de l'équipe pour développer l'activité (numérique) Investment Care et partager vos connaissances et votre expertise avec les autres collègues de l'équipe.
- Votre tâche principale consiste essentiellement à offrir un service de haute qualité aux clients. Vous êtes responsable du suivi et du développement de la relation client : vous analysez les questions et les souhaits des clients et leur proposez des solutions, sur le plan commercial, administratif, réglementaire et transactionnel. Pour ce faire, vous faites appel à l'expertise interne de Degroof Petercam.
- Vous assurez également le suivi des nouvelles pistes. Vous identifiez les clients potentiels ou les accompagnez vers une évolution de leur portefeuille existant. Vous prenez toute initiative d’upselling de l'activité Private Banking.
- Dans ce rôle, les interactions se font principalement à distance : par courrier, téléphone ou appel vidéo. À titre exceptionnel, des contacts en face à face seront possibles.
- Vous apporterez votre soutien au respect des obligations réglementaires, ainsi qu'aux tâches administratives dans le cadre de ces relations avec les clients.
- Au fil du temps, ce poste offre de réelles perspectives d'évolution vers un profil de banquier privé dans l'un de nos bureaux régionaux.
- Vous agirez en tant qu'ambassadeur pour familiariser les clients avec les solutions d'investissement numériques et les canaux de communication à distance.
- Vous respecterez scrupuleusement les réglementations et procédures externes de la Banque applicables au poste.

**Your Profile**:

- Vous êtes communicatif/ve, vous avez de solides compétences commerciales et relationnelles et vous établissez des relations durables dans un cadre défini.
- Vous avez l'esprit d'entreprise et êtes orienté/e vers les résultats.
- Vous avez un intérêt marqué pour les solutions et outils numériques, ainsi qu'une expérience de l'utilisation des systèmes de gestion de la relation client.
- Vous avez un intérêt marqué pour la gestion des actifs et les marchés financiers.
- Vous avez un diplôme universitaire ou équivalent et plusieurs années d'expérience professionnelle pertinente, de préférence dans une fonction commerciale au sein du secteur financier.
- Vous êtes bilingue en français et en néerlandais. La connaissance de l'anglais est un atout.
- Vous êtes enthousiaste à l'idée de faire partie d'une nouvelle équipe et de relever un véritable défi.
- Vous prenez des initiatives et pouvez suggérer des améliorations.

**Our offer**:

- Degroof Petercam is big enough and small enough to matter since we are independent, operate internationally and have different métiers under one roof.
- Entrepreneurship is our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence.
- The impact of our work goes beyond profit by looking at business from a broader perspective, challenging those who want to intellectually. In addition to our fascinating work environment, we also offer:
- A broad offer of learning & development programs including a Degroof Petercam Academy for both professional and personal goals.
- An attractive and market conform compensation package
- Flexible working hours & teleworking
- An Employee Social Engagement Program
- Access to the same Private Banking Expertise as our clients

  • Investment Care Relationship Manager

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Bank Degroof Petercam SA** *** **Belgium** - Rue De L'Industrie 44, - 1040 Brussels Context Notre position de banque belge indépendante, avec des actionnaires familiaux et 150 ans d'expérience, est un atout. Non seulement pour nos clients, mais aussi pour notre personnel. Chez Degroof Petercam Private Banking, l'expertise est au service de...

  • Dpam-client Relationship Manager

    Il y a 4 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Degroof Petercam Asset Management SA*** **Belgium** - Rue Guimard 18, 1040 Brussels Context In order to reinforce the Belgian Institutional Sales team of Degroof Petercam Asset Management (DPAM), which offers investment services (Discretionary Portfolio Management and Investment Advice) to Belgian Institutional end-clients (pension funds,...

  • Relationship Manager for Execution Only Clients

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Bank Degroof Petercam SA** *** **Belgium** - Rue De L'Industrie 44, - 1040 Brussels Context Our position as an independent Belgian bank, with a family shareholding and 150 years of experience, is an asset. Not only for our clients, but also for our staff. At Degroof Petercam Private Banking, expertise is at the service of our clients. Within...

  • Pb - Relationship Manager

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Bank Degroof Petercam SA*** **Belgium** - Rue De L'Industrie 44, - 1040 Brussels Context Our position as an independent Belgian bank, with a family shareholding and 150 years of experience, is an asset. Not only for our clients, but also for our staff. At Degroof Petercam Private Banking, expertise is at the service of our clients. Within DP...

  • Relationship Manager

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique MBE - Belgium Temps plein

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Junior Relationship Manager

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique MBE - Belgium Temps plein

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Relationship Manager Execution Only

    il y a 7 jours

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    **Context**: Onze positie als onafhankelijke Belgische bank, met familiaal aandeelhouderschap en 150 jaar ervaring is een troef. Niet alleen voor onze cliënten, maar ook voor onze medewerkers. Bij Degroof Petercam Private Banking staat expertise ten dienste van onze cliënten. Wij bieden binnen DP Investment Care beleggingsoplossingen aan op een...

  • Investments Officer

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Degroof Petercam is a unique blend in many ways: we bring together different expertise under one roof. We have Belgian roots, and we operate internationally. For more than 150 years, we have been an independent financial partner for institutional investors, companies and private clients and we have our own decision-making powers. In addition, we are...

  • Investment Analyst Intern

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Bank Degroof Petercam SA*** **Belgium** - Rue De L'Industrie 44, - 1040 Brussels Degroof Petercam is a unique blend in many ways: we bring together different expertise under one roof. We have Belgian roots, and we operate internationally. For more than 150 years, we have been an independent financial partner for institutional investors,...

  • Legal Counsel Investment Banking

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Bank Degroof Petercam SA** *** **Belgium** - Rue De L'Industrie 44, - 1040 Brussels Our company is quite a fascinating environment to work in, especially if you want to move forward. In fact, there are plenty of opportunities to seize for those who challenge the obvious and who want to make a difference. Degroof Petercam is a unique blend in...

  • Head of Private Banking Investment Solutions

    il y a 2 semaines

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Degroof Petercam is a unique blend in many ways: we bring together different expertise under one roof. We have Belgian roots, and we operate internationally. For more than 150 years, we have been an independent financial partner for institutional investors, companies and private clients and we have our own decision-making powers. In addition, we are...

  • Relationship Officer

    il y a 2 semaines

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    **Context**: Degroof Petercam is a leader in Belgium for stock Options and Incentives Plans for numerous Belgian companies. Stock options allow you to make your employees' variable remuneration more advantageous for your company. All our solutions comply with the regulations of Belgian tax law. Our services include comprehensive management of financial...

  • Investment Associate

    il y a 5 jours

    Bruxelles Ixelles, Belgique D’Ieteren Group Temps plein

    **Position description** D’Ieteren Group is looking for an investment associate to strengthen its investment team. The investment associate will be responsible for sourcing and analysing prospective investment opportunities, deal execution as well as contributing to the development of portfolio companies. **About D’Ieteren Group** D’Ieteren Group is...

  • Senior Portfolio Manager

    Il y a 2 mois

    Bruxelles, Belgique Lombard Odier Temps plein

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Customer Care P&C Insurances

    il y a 1 semaine

    Bruxelles Etterbeek, Belgique Axis Temps plein

    **Beschrijving** - You answer customer questions and needs related to BOAR insurance products; - You provide professional advice to customers based on their situation and needs; - You take care of the drafting of insurance contracts for simple risks; - As a professional advisor, you guarantee a reliable and trustworthy customer relationship. **Profile** -...

  • Brokers Relationship Handler

    il y a 2 jours

    Bruxelles Etterbeek, Belgique Axis Temps plein

    Our client is a human-sized, dynamic company, specialized in a niche sector of the insurance industry. ** Beschrijving** - You are the point of reference for various questions from brokers (insurance conditions, premiums, administrative management, etc.); - You convey a positive image of your company and demonstrate proactivity in the diversification of...

  • Senior Legal Counsel Asset Management 1

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Locatie: **Degroof Petercam Asset Management SA** *** **Belgium** - Rue Guimard 18, - 1040 Brussels Degroof Petercam Asset Management (DPAM) is an independent active asset management firm part of a family owned group with its origins in 1871. DPAM is a sustainable investor, pioneer and innovative in responsible and sustainable investing. DPAM has a strong...

  • Management Assistant

    Il y a 9 mois

    Bruxelles Etterbeek, Belgique Axis Temps plein

    Our client, active in the financial sector, is looking for a Management assistant. In this role, you will be responsible for providing comprehensive administrative support to Client Relationships Managers and for successfully servicing clients. The duties and responsibilities are very broad and will also evolve with time! **Description** Administration and...

  • Risk Manager

    il y a 16 heures

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    **Context**: Within Degroof Petercam Asset Management, which is managing funds and institutional mandates on behalf of institutional end-investors as well as distribution partners (private banks, insurance companies and retail networks), we are currently looking for a new colleague (M/F). **Risk Manager** The primary responsibility of the Risk Manager will...

  • Fund Legal Specialist

    Il y a 7 mois

    Bruxelles Etterbeek, Belgique Degroof Petercam Temps plein

    Degroof Petercam Asset Management (DPAM) is an independent active asset management firm part of a family owned group with its origins in 1871. DPAM is a sustainable investor, pioneer and innovative in responsible and sustainable investing. DPAM has a strong focus on research with a proprietary in-house fundamental and quantitative analyst team, supporting...