Manage a client’s book
Follow client’s portfolios
Close collaboration with the Private Bankers
Close collaboration with the Assistants Private Banking
Check the changes in the client portfolio before putting the transactions online
Follow-up the permanent orders, cash-flows, debits and credits
Maintain a control mind-set, able to challenge the status quo and identify process efficiencies
Manage model portfolio : update
Collaborate with credit’s department
Preparing documents for client meetings
Close collaboration with the portfolio manager of the “gestion déléguée”
As the chosen applicant you are fluent in Dutch and have good French & English language skills.
You will show energy and enthusiasm in your work and be rigorous in your approach. You will also stand out because of your ability to communicate easily and your liking for figures.
You will be trustworthy, able to show discretion and a critical eye.
By working for Bank x, you will join a bank of a human size where personal contacts prevail.
As from the start, you work with colleagues from various business lines and have direct impact on our private, institutional or corporate clients.
Jean P.0% (0)
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Sorry for asking, but how can we decide whether to bid for this project when all we have is a job description and no CV that needs to be matched? Please provide a redacted CV. Thank you.