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This is an exciting opportunity for a Financial Services Professional to join our team in Brussels as a Private Banker Analyst - Benelux Market. In this role, you will support the team in providing top-class service to our ultra-high net worth clients, helping them achieve their financial objectives.
You will work closely with our experienced bankers and other professionals to deliver bespoke solutions, ensuring that our clients receive the best possible service. Your responsibilities will include:
- Day-to-day relationship management duties, including preparing account reviews.
- Coordinating with global investment specialists, wealth advisors, and lending advisors' client pitches and meeting agendas.
- Document collection and account openings assistance.
- Due diligence on existing clients and key prospects completion.
- Regulatory requirements assistance for bankers.
- Internal and external relationship building to develop a professional network for client acquisition.
- New business idea generation and strategy development.
- Pipeline and prospect status updates maintenance.
