Wealth Management Assistant

• Handle general inquiries from clients and assisting RMs in all aspects of client services to ensure clients’ needs are met
• Prepare and distribute client related administrative documentation; including account opening packs, valuations and other client related documentation
• Process and follow-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
• Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
• Accountable for providing full administrative support to the Head of Desk as well as immediate team, acquiring various administrative duties (including support for testing new IT platform) and backing-up other team members as and when required

Skills

• Relevant industry experience in a business management/account management /relationship executive position with a genuine interest in Private Client Wealth Management
• Strong team player with excellent communication and interpersonal skills with a positive approach
• Able to work in a high paced environment under pressure
• Meticulous, methodical and concise, you show a strong attention to detail and professional integrity
• Fluent (written and oral) in Dutch and English; other languages are a plus (e.g. French, Italian, Spanish, German)

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. Our corporate culture promotes dialogue and encourages sharing opinions and feedback (speak-up culture).
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. As an example, you can benefit from health care options and bike lease available through Flex Benefit Plan, standing desks, medical check-ups, training and keynotes on well-being, etc.
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being.
• We offer a flat organizational structure with close collaboration and open communication between teams; a dynamic, innovative work environment in which our employees and customers are central;
• Financially secure: We support you to meet personal financial goals during your active career and for the future. We offer you an attractive remuneration package (meal vouchers, hospitalization insurance, group insurance, flexible reward plan, ...), tailored to your experience, as well as the opportunity to develop yourself at every stage of your career. We also propose corporate benefits via our partner network (promotions on travel, interior, utilities, etc.).