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Senior Wealth Management Specialist
il y a 1 semaine
We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Specialist in Brussels. As a key member of our Private Banking team, you will be responsible for providing exceptional service to our ultra-high net worth clients, supporting their financial goals and objectives.
Your primary focus will be on relationship management, where you will work closely with bankers, global investment specialists, wealth advisors, and lending advisors to deliver tailored solutions to our clients. You will also assist in the development of new business opportunities and contribute to the growth of our client base.
- Support bankers in day-to-day relationship management duties and prepare account reviews.
- Coordinate with global investment specialists, wealth advisors, and lending advisors' client pitches, meeting agendas, and assist bankers in managing client follow-up.
- Assist in document collection and account openings.
- Complete due diligence on existing clients and key prospects.
- Assist bankers with regulatory requirements completion.
- Built relationships internally and externally to develop a strong network of professionals assisting in the client acquisition process.
- Generate ideas and strategies driving forward new client acquisition.
- Maintain status updates on deal pipeline and prospects.
