For one of its clients, SN Match is currently looking for a Private Banking Assistant (m-f-x) to cover a maternity leave.

Our client is a leading private bank located in the south of Brussels.

As Private Banking Assistant (m-f-x), you will be responsible for the following tasks:

Commercial Support

• support with the management of client's wealth including the preparation of meetings, calls with (prospects or) clients, taking ownership of post meeting follow-up actions;
• contact clients as requested by the client advisors, by telephone, letter or in person to ensure client's needs are met, including arrangement of meetings, annual reviews, and similar activities, support in answering client calls and responding to client queries;
• support client advisors to establish, maintain a sustainable client relationship with the bank and actively contributing to a strong client experience and successfully acquire new clients or assets.

Operational Support

• accept and process client instructions such as payments, securities, and FX transactions in line with internal applicable procedures;
• support client advisors to manage appropriately the onboarding of new clients and the opening / closing of client accounts.

Administrative Support

• support to update and maintain up to standards KYC/KYT documentation and client data records in the banking, client relationship management and other banking systems as appropriate;
• prepare, check and dispatch client valuation records and portfolio statements;
• support client advisors to carry out timely and appropriately risk assessment both for clients newly onboarded and existing clients in line with the internal FCC requirements and internal quality standards.

Risk Management Support

• support to ensure that all client related processes and transactions are carried out in accordance with applicable internal procedures;
• assist in the handling and resolution of risk, compliance, and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Operations;
• live by and demonstrate a strong Risk & Compliance culture of in all relevant tasks and throughout the company. Is accountable to proactively flag Risk & Compliance issues.

The requested qualifications for this Private Banking Assistant (m-f-x) position include:

• master's degree or proven experience in the banking sector preferably in a client facing function and having a genuine interest in a career in a private banking environment ;
• excellent level written and spoken in French, and good levels of Dutch and English;
• financial knowledge with working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML) ;
• accurate and attention to detail ;
• capability to prioritize and adapt to quickly changing circumstances;
• proactive, uses initiative and self-motivated ;
• client focused with effective communication skills;
• ability to work under pressure within tight deadlines and client experience in mind.

Our client offers:

• a full-time interim contract starting in May until December ⚠;
• an attractive package including extra-legal benefits;
• a contract of ⚠ hours;
• ⚠ days of home working per week after training;
• a great workplace with nearby facilities.

Interested in this challenging position of Private Banking Assistant? Apply today!

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