Client Advisor Assistant Waregem

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. 

When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

This function consists in giving commercial and administrative support to one or a team of Client Advisors and their clients in the field of follow-up of client portfolios and relationships. CAA’s are a key team member in ensuring superior client experience by providing excellent administrative, commercial and organizational support in all client-related processes. The function requires efficient and effective working methods and mastery of all client related processes.
 

Key Accountabilities

• Assisting the Client Advisors and the Desk Head with administrative/organizational arrangements and client processes for optimal support service delivery;
• Execute administrative banking tasks : account openings and closings, manage debit balances, introduce credit requests, donation requests,…
• Represent Puilaetco in a highly professional manner in front of Private Banking Clients (mainly by e-mail and phone);
• Process all client-related orders independently (execute stock exchange orders, payments, opening/closing of accounts);
• Pro-active engaging in all account related processes, controls, bookings, transfers,… 
• Dealing with client requests in direct and frequent contact by phone and email; 
• Assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the specialists of Compliance, Risk, Credits and Back Office; 
• Take an active role in the sales effort vis-à-vis the clients on a non-strategic level;
• Deputize Client Advisors and other Assistants during their absences;
• Take an active role in organizing events and client meeting.
   

Knowledge and Experience

• Bachelor/master degree and proven experience in the banking sector preferably in a client facing function (or having a genuine interest in a career in a private banking environment);
• Attestation PCP (Willems Law – Servicing in the banking sector);
• Good knowledge of banking tools and of the processes used in a Private Bank front office as well as MS-Office applications;
• Sound understanding of process and risk related requirements within a complex Private Bank environment. 
   

Attributes and Qualities

• Team player with excellent commercial and organizational skills; 
• Strong client and service orientation, ready to go the extra mile, aiming for building long lasting client relationships;
• Autonomous and dynamic personality with an entrepreneurial spirit;
• Flexibility and ability to cope with pressure;
• Team player who positively and proactively fosters collaboration;
• Handling complex situations and relationships, delivering against high ambitions and expectations whilst maintaining attention to detail;
• Capability to prioritize and adapt to quickly changing circumstances;
• Able to build an internal network based on a strong professional attitude, looking for solutions;
• Positive personality with excellent communication skills. 
   

Technical Skills

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

Languages Skills

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