Execution Only & Core Clients Desk

Purpose of the Job

The jobholder is part of the commercial teams, with responsibility for the commercial and/or administrative development of customer portfolios for the Execution Only & Core Clients Desk (Customers EO and Core Clients). 

Her/he will become a part of the Execution Only & Core Clients Desk in Brussels and focus on providing operational, commercial and procedural excellence to our clients. 

The role is an important link in maintaining long-term customer relationships and contributes to the profitability and rationalisation of this group of customers.

Key Accountabilities

• Maintaining and developing relationships with clients by being a trusted partner for the daily business; 
• Ensure a swift communication between customers and bank; 
• Being a point of contact for the client’s operational requests and general enquiries; 
• Draw up portfolio summaries, account documents, presentations customers; 
• Receive customers in the branch or at their homes (limited); 
• Carry out administrative banking tasks: opening and closing accounts, monitoring small non-discretionary accounts, checking debit accounts, interest calculations, close unprofitable accounts, Mifid, PKR, etc.; 
• Enter customer details into the various systems; 
• Execute stock market orders: forwarding stock market orders, monitor transactions on securities, check and execute transfers of securities (to and from Puilaetco), answer questions from customers about their orders; 
• Comply with internal and external rules and regulations from an administrative point of view, including compliance, risk, etc; 
• Creation and upkeep of a general presentation Rivertree Strategic; 
• Looking for opportunities and proposing services with every customer contact. 

Knowledge and Experience

• Proven and relevant experience and understanding of local regulatory framework, cross-border and risk and compliance; 
• Bachelor’s degree required, accompanied by relevant work in the financial sector (Private Banking) would be a plus; 
• Must possess a PCP certificate (Willems Act – provision of services in the banking sector) or recognised diploma for a PCP (Person in Contact with the Public) role; 
• Interest and knowledge of the financial markets and instruments. 

Attributes and Qualities

• Analysis-oriented: critically assesses information;  
• Oriented towards problem-solving and goals achievement: tackles challenges by implementing solutions proactively. Keeps focus when working under stress; 
• Structured work approach : working independently and managing multiple tasks within a specific timeframe;  
• Maximises customer satisfaction; 
• Teamplayer; 
• Well-developed communication skills;   
• Entrepreneurial mindset: looks for opportunities and takes initiatives proactively;  
• Oriented towards developing yourself:  open to change and plans personal growth. 
   

Technical Skills

• Interest in and knowledge of the financial markets and tools, as well as what is happing on the market;  
• Knowledge of software: Windows Office (Excel, PowerPoint, Word), Microsoft Outlook.

Languages Skills

• French: Fluent; 
• Dutch: Fluent; 
• English: Fluent; 
• Any others languages are an advantage.