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.
As a “Client Data Management Officer”, you will be a member of the “Client Data Services” team, which belongs to the “Operations” department. Puilaetco is the Belgian branch of Quintet Private Bank. Puilaetco’s local Client Data Services team operates from Brussels and consists of 13+ colleagues.
The Client Data Management team manages the clients’ and portfolio’ data and documents (client onboarding and change of circumstances (including succession)). Client related regulatory reportings (QI/FATCA/CRS/PCC 2) are also in our scope. The Client data Management team is also in charge of opening accounts, update the account parameters (change in service, tariff, client reporting,….) and the management the account closure in the core banking system.