ABN AMRO Bank NV Belgium specializes in Private Banking, Corporate Banking and is the market leader in the Diamond sector. From our headquarters in Berchem and Ghent, and offices in Antwerp, Hasselt, Brussels, Courtrai, Bruges and Tournai, we are actively building a modern, innovative and sustainable bank that is close to its clients. We offer innovative products and services to both individuals and companies.
ABN AMRO Bank NV Belgium belongs to the ABN AMRO Bank NV Group, one of the largest banks in the Netherlands. Internationally, we have a leading position in a number of specialized markets such as Private Banking, Corporate & Institutional Banking, Diamond & Jewelry Clients and Wealth Management.
The Investment Advisor provides clients with investment advice, appropriate to their risk profile and the bank's strategy, in order to increase the return on their assets, enhance client satisfaction and ensure business growth. The Investment Advisor works closely with the Private Banker in the pursuit of perfect client service. In that respect, he/she is a key point of contact for the client and, as such, contributes to the retention of clients and their assets.
Your future role- Portfolio Management: monitor the performance of the portfolio's, rebalance portfolios as necessary to maintain desired asset allocation and adjust strategies based on changes in clients' needs or market conditions.
- Contacting clients on a regular basis with investment proposals in line of the bank's strategy
- Yearly investment Reviews: Tracking the status of Yearly Investment Reviews and alerts. And ensure that all Yearly Reviews are done and the alerts are completed within the foreseen timeframe.
- Participation to the Local Investment Committee
- Respecting the rules and procedures regarding compliance/house in order: AML, MIFID II...
- Maintaining the Belgium Knowledge Base for Advice
- Making suggestions for improvements to processes and tools, including through contacts with other (international) departments, elaborating and implementing these ideas.
- Required level and content of education: University level or equal by experience
- Official language of communication: Dutch (native)/English (advanced)/French (advanced)
- Client focus - Investigating customer wishes and needs and acting upon them. Anticipating customer needs. Giving high priority to service and customer satisfaction.
- Working in team - Actively contributing to a joint result or problem solving, even when the cooperation concerns a topic that is not directly of personal interest.
- Oral communication - Express ideas and opinions to others using clear language, gestures and non-verbal communication. Adapting language and terminology to others.
- Accuracy - Acting accurately and avoiding mistakes by carrying out thorough, orderly and appropriate activities with a sense of detail.
- Process and procedure orientation / Discipline - Comply with the organisation's policies and procedures. Seek confirmation from the appropriate authority in case of ambiguity or change.
- Commitment - Making high demands on one's own work and acting accordingly. Show not to be satisfied with average performance.
ABN AMRO attaches great importance to personal development. For us, this also means a great deal of responsibility and scope for entrepreneurship. Of course, this includes a salary in line with your competencies and excellent terms of employment (such as meal vouchers, an extensive group insurance package and flexible working).
Do you recognize yourself in this profile?Then upload your CV and motivation letter into our platform and we will be in touch.
We look forward to meeting you!