Execution Only

il y a 2 semaines

Bruxelles Auderghem, Belgique Quintet Private Bank Temps plein

**Purpose of the Job**:
The jobholder is part of the commercial teams, with responsibility for the commercial and/or administrative development of customer portfolios for the Execution Only & Core Clients Desk (Customers EO and Core Clients).

Her/he will become a part of the Execution Only & Core Clients Desk in Brussels and focus on providing operational, commercial and procedural excellence to our clients.

The role is an important link in maintaining long-term customer relationships and contributes to the profitability and rationalisation of this group of customers.

**Key Accountabilities**:

- Maintaining and developing relationships with clients by being a trusted partner for the daily business;
- Ensure a swift communication between customers and bank;
- Being a point of contact for the client’s operational requests and general enquiries;
- Draw up portfolio summaries, account documents, presentations customers;
- Receive customers in the branch or at their homes (limited);
- Carry out administrative banking tasks: opening and closing accounts, monitoring small non-discretionary accounts, checking debit accounts, interest calculations, close unprofitable accounts, Mifid, PKR, etc.;
- Enter customer details into the various systems;
- Execute stock market orders: forwarding stock market orders, monitor transactions on securities, check and execute transfers of securities (to and from Puilaetco), answer questions from customers about their orders;
- Comply with internal and external rules and regulations from an administrative point of view, including compliance, risk, etc;
- Creation and upkeep of a general presentation Rivertree Strategic;
- Looking for opportunities and proposing services with every customer contact.

**Knowledge and Experience**:

- Proven and relevant experience and understanding of local regulatory framework, cross-border and risk and compliance;
- Bachelor’s degree required, accompanied by relevant work in the financial sector (Private Banking) would be a plus;
- Must possess a PCP certificate (Willems Act - provision of services in the banking sector) or recognised diploma for a PCP (Person in Contact with the Public) role;
- Interest and knowledge of the financial markets and instruments.

**Attributes and Qualities**:

- Analysis-oriented: critically assesses information;
- Oriented towards problem-solving and goals achievement: tackles challenges by implementing solutions proactively. Keeps focus when working under stress;
- Structured work approach : working independently and managing multiple tasks within a specific timeframe;
- Maximises customer satisfaction;
- Teamplayer;
- Well-developed communication skills;
- Entrepreneurial mindset: looks for opportunities and takes initiatives proactively;
- Oriented towards developing yourself: open to change and plans personal growth.

**Technical Skills**:

- Interest in and knowledge of the financial markets and tools, as well as what is happing on the market;
- Knowledge of software: Windows Office (Excel, PowerPoint, Word), Microsoft Outlook.

**Languages Skills**:

- French: Fluent;
- Dutch: Fluent;
- English: Fluent;
- Any others languages are an advantage.

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