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Client Advisor - Sint-Martens-Latem

Sint-Martens-Latem, BE, 9830

Purpose of the Job

 

The successful candidate will work as part of the Quintet Wealth Management business, with a joint responsibility of further growing our Nordic business, preferably focussing on the Swedish Domestic Market. The purpose of the role is to provide an excellent client experience and best in class service by leveraging our full holistic advice value proposition, aligned to the banks’ core values.

Key Accountabilities

 

  • Deepening sustained relationships with existing clients
  • Recruitment of new clients 
  • Creating value by analyzing  and estimating the  expectations and needs of the client.
  • In accordance with our internal specialists, you will deliver  holistic 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.
  • Following the evolution of the financial market and analysis, socio-economic actuality and legal/fiscal changes.
  • Following 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.
  • Developing a personal network and taking commercial actions towards your clients.

Knowledge and Experience

 

  • Master’s degree within an economical/financial field or equal due to experience 
  • Track record in client prospection with at least 3 years of experience in a similar commercial function
  • Proof of commercial results are an asset
     

Attributes and Qualities

 

 

  • Strong financial knowledge and background
  • 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
  • Discrete
  • Team player
  • Communicative
  • Passion for financial markets, research, and strategy

Technical Skills

 

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

Languages Skills

 

  • Dutch Fluent
  • Good understanding of English and French