Client Advisor Assistant Hasselt

il y a 8 heures

Antwerpen, Belgique Quintet Private Bank Temps plein

**Purpose of the Job**:
This function consists in giving commercial and administrative support to one or a team of Client Advisors and their clients in the field of follow-up of client portfolios and relationships. Client Advisor Assistants are a key team member in ensuring superior client experience by providing excellent administrative, commercial and organizational support in all client-related processes. The function requires efficient and effective working methods and mastery of all client related processes.

**Key Accountabilities**:

- Assisting the Client Advisors and the Desk Head with administrative/organizational arrangements and client processes for optimal support service delivery;
- Execute administrative banking tasks : account openings and closings, manage debit balances, introduce credit requests, donation requests,
- Process all client-related orders independently (execute stock exchange orders, payments, opening/closing of accounts);
- Pro-active engaging in all account related processes, controls, bookings, transfers,
- Assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Back Office;
- Take an active role in the sales effort vis-à-vis the clients on a non-strategic level;
- Deputize Client Advisors and other Assistants during their absences;
- Take an active role in organizing events and client meeting.

**Knowledge and Experience**:

- Bachelor/master degree and proven experience in the banking sector preferably in a client facing function (or having a genuine interest in a career in a private banking environment);
- Attestation PCP (Willems Law - Servicing in the banking sector);
- Sound understanding of process and risk related requirements within a complex Private Bank environment.

**Technical Skills**:
Windows Office (Excel, Power Point, Word), Microsoft Outlook.

**Languages Skills**:

- Dutch: Fluent;
- Good understanding of English and French.

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