The bank for a changing world

We are looking for

Associate 'Wealth Manager' - Dutch speaking (H/F)

Job type Permanent
Schedule Full time
Brand BNP Paribas Wealth Management
Level of experience Beginner
Apply REF: WEA000938

BNP Paribas Wealth Management represents the BNP Paribas group's private banking business.

More than a century of private banking experience, present in more than 30 countries, BNP Paribas Wealth Management offers wealthy clients global support on all their wealth issues.

The Wealth Management teams develop wealth and financial management solutions that meet the expectations and needs of an international clientele. 

BNP Paribas Wealth Management is looking for an:

 

Associate Wealth Manager Dutch speaking (H/F)

permanent contract

 

 

Responsabilities and objectives

With the Associate Wealth Manager, we find the ideal teammate to the Wealth Manager, eager to learn the commercial skills and focused on the in-depth analysis of day-to-day tasks.

You will be the ideal link between the Wealth Manager and the Client Support Officers, and enable Wealth Managers to gain a maximum in commercial time having:

Interaction external Clients – under supervision of the Wealth Manager  

  • Preparation of client meetings:  

  • Preparation of commercial pitch;

  • Drafting newsletters;

  • Planification client contact;

  • Liquidity events: participation in analysis and determination of approach;

  • Drafting personalised reportings   

Interaction internal Clients        

     

KYC:   

  • Monitoring Ensure (new accounts, life and recertification of accounts);

  • Preparation and in-depth analysis of KYC documents (during life and recertification process of accounts);

  • Handling and follow up additional requests recertified accounts;

Operational:

  • Transmission and follow up of stock exchange orders (proactive orders)

  • Being autorised to submit orders in derivatives (including listed options)

  • Liaise (if needed) with the Client Support Officer when covering negative cash balances;

  • Monitoring tool “Daily Operations” and MyCap;   

  • Drafting credit requests (FC1, follow up and handling in-depth of discrepancies in credit files; 



Your profile

 

Skills:

 

  • Strong communication and organizational skills; 

  • Very good oral and written knowledge of Dutch and English, any additional language being an advantage;

 

Attitude:

 

  • Good balance between team player and self-directed,

  • Self-oriented;  

  • Great sense of curiosity;

Your future trainings:

 

  • Complete mandatory trainings required by Domaine, Territory and Group;        

  • Obtain country manual when contact by phone with clients based in countries outside Luxembourg;

  • Obtain Private Banker Certification;

  • Keeping Mifid trainings up to date

  • Keeping knowledge in our offering up to date 

During the finalization of the recruitment process, the preselected candidate will be asked to provide us an extract from his/her criminal record dated less than 3 months (record N°3 for Luxembourg), according to the dispositions of the law from July 23rd 2016 regarding the criminal record.


Primary Location: LuxembourgJob Type: CDIJob: GESTION DE LA RELATION CLIENTEducation Level: Master ou équivalent (> 4 ans)Experience Level: DébutantSchedule: Temps plein Reference: WEA000938