Client Advisor - Brussels

Puilaetco Belgium, Brussels, BEL, 1160
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Purpose of the Job

 

The successful candidate will work as part of the Puilaetco Private Banking business in Brussels. The main purpose of the role, the development of business flow with the existing clientele, the customer relation management and the recruitment of new clients.  

Key Accountabilities

 

  • Developing sustained relationships with existing clients; 
  • Recruit new clients; 
  • Create value by continuous analysis and correct estimations of the expectations and needs of the client; 
  • In accordance with internal specialist, you will deliver personally adjusted service and advice about investments, fiscal and juridical wealth structuring, credits, and estate planning based on your knowledge of the financial market; 
  • Continuously following the results and returns of the client portfolio and taking remedial action where necessary within the policies of the Bank; 
  • Follow the evolution of the financial market and analysis, socio-economic actuality and legal/fiscal changes; 
  • Follow the evolution of the products, services and resolutions the company offers and may be of interest to your clients; 
  • Proceed by the external regulations and rules/procedures of the Bank in accordance with the performed function and follow-up of all risk and compliance activities with mitigation of risks and escalations to the management if necessary; 
  • Develop a personal network and taking commercial actions towards your clients. 

Knowledge and Experience

 

  • Graduate within an economical/financial field or equal due to experience (requires PCP attestation); 
  • Good knowledge of asset and wealth management; 
  • Track record in client prospection with at least 7-10 years of experience in a similar commercial function; 
  • Track record of client management expectation with regards to their investments; 
  • Proof of commercial network and results.  

Attributes and Qualities

 

  • Strong financial knowledge and background; 
  • Strong network within the Private Banking sector; 
  • Knowledge of rules and procedures applied to the sector; 
  • Entrepreneurial and open mindset, with a strong need for challenge; 
  • Strong commercial skills with excellent relationship management skills; 
  • Analytical mindset and having the capacity to analyse problematic situations and administer solutions for them; 
  • Discreet; 
  • Team player; 
  • Communicative; 
  • Passion for financial markets, research, and strategy. 

Technical Skills

 

  • Windows Office (Excel, Power Point, Word), Microsoft Outlook. 

Languages Skills

 

  • French: Fluent; 
  • Good understanding of English and Dutch.  
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