Assistant Private Banker
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About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
The Private Banker Assistant provides business and administrative support to Private Bankers, in all aspects of the client relationship, from the customer’s first contact and throughout the life of the banking relationship, at Rothschild & Co Wealth Management Belgium, branch of Rothschild Martin Maurel.
The PBA is responsible for offering a high-quality service to our clients, within a dynamic self-led team.
Key Responsibilities
Assist the Private Bankers in the client introduction and account opening, prepare the client meetings, identify the administrative documentation to collect and follow-up the account opening process, in coordination with compliance and back-office departments.Receive and execute the day-to-day client banking instructions, including national and international wire transfers, securities, UCITS, money market and foreign exchange spot transactions.Monitor debit/credit account balances and take the appropriate action when necessary.Assist in the customer relationship development, answer inquiries received from clients, edit, and check client financial reports before meetings or calls, follow-up the periodic client reviews, in the respect of AML regulation and compliance requirements.Receive and manage client requests relating to life insurance contracts or Lombard Credits, in relation with central support departments.
Profile Requirements Summary
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