Job Posting for Assistant Private Banker (F/M) - BE867784 at Morgan Philips Group
Our client is a Private Bank (Tier 1). The team which is comprised of industry-leading professionals is seeking a highly motivated Assistant Private Banker to join them.
Role Overview:
As an Assistant Private Banker, you will play a crucial role in supporting our Private Bankers in delivering top-tier financial services.
You will assist in managing client relationships, preparing financial plans, and ensuring all client inquiries are handled with the utmost care and professionalism.
This role offers an excellent opportunity for growth within a prestigious financial institution.
Key Responsibilities:
Assist Private Bankers in client relationship management
Prepare and analyze financial plans, investment proposals, and portfolio reviews
Coordinate client meetings and follow-ups
Handle client inquiries and ensure timely resolution
Maintain accurate client records and documentation
Support the team in research and market analysis
Qualifications:
Bachelor's degree in Finance, Economics, Business, or related field
Previous relevant experience in private banking or financial services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
High level of attention to detail and accuracy
Proficiency in MS Office (Excel, Word, PowerPoint)
Ability to work independently and as part of a team
Fluent in French and English (Dutch is advantageous)
What you can expect:
Competitive salary and benefits package
Opportunities for professional development and career advancement
A collaborative and supportive work environment
Access to cutting-edge financial tools and resources
If you are a proactive and dedicated professional with a passion for private banking, we invite you to apply for this unique opportunity.
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