Assistant Private Banker
Belgium
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
- Bachelor’s degree or higher in banking, finance, or related discipline.
- At least 5 years of experience in banking environment, ideally in a Private Bank and/or in a Family office.
- Successful experience in a similar function is required.
- Reliable and attention to detail.
- Flexible and autonomous.
- Discretion is essential.
- Excellent communication skills, client-and solution-oriented.
- Organized and concise, with a strong multitasking ability.
- Ability to anticipate risk and to react/call out appropriately.
- Team spirit & collaboration.
- High professional behaviour.
- Full command of French and English, good knowledge of Dutch is an added advantage.