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Private Banker Assistant

Major asset manager
Region: Ghent
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Our client, a leading asset management company, is looking for an immediate hire for its branch office in the Ghent region for a:
Private Banker Assistant

Function

  • Prepare client visits: Manage agendas, prepare periodic portfolio meetings and files.
  • Supervise new clients: Ensure a warm welcome and smooth administrative handling for new customers, and offer a welcoming welcome to existing customers.
  • Administrative support: perform banking transactions such as transfers and credits, prepare account opening formalities, keep customer files up to date, and manage portfolios and credit files.
  • Organising events: Coordinate informative meetings and leisure events for customers and prospects, working closely with the Marketing & Communications department.

Profile

  • Bachelor's or master's degree, preferably in banking and finance.
  • Minimum 5 years' experience in a relevant position.
  • Organisational talent with a keen eye for detail.
  • Enthusiastic, customer-oriented and enjoys working in a team, but can also work well independently.
  • Strong interest in digitalisation and loves innovation.
  • Proactive and entrepreneurial attitude.
  • Proficient in the use of PC programmes such as Word, Excel and PowerPoint.

Offer

  • You will have a varied full-time job within a professional and dynamic working environment.
  • A special corporate culture in which professionalism and quality are essential and motivated employees are given real responsibilities.
  • In addition, you can count on an attractive salary package that matches your education and experience.

Interested? send your CV with motivation letter to info@ago.be

Need more info? Call to +32 (0)9 281 13 86

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