Assistant Private Banker

Rothschild & Co; Brussel Hoofdstad; On-site; EUR 48,000 - 64,000; Full time

Job summary

Rothschild & Co Wealth Management Belgium, a branch of Rothschild Martin Maurel, seeks a Private Banker Assistant to provide high-quality service across the client relationship lifecycle. You will support Private Bankers in onboarding, meetings, and documentation while coordinating with compliance and back-office teams.

The role requires a Bachelor’s in banking/finance and at least 5 years in banking, ideally in a Private Bank or family office.

Qualifications

• Bachelor's degree in banking, finance, or related discipline.
• At least 5 years of experience in banking, ideally Private Bank or family office.
• Reliable, detail-oriented, discreet and autonomous.
• Excellent communication skills, client- and solution-oriented.

Responsibilities

• Assist Private Bankers in client introduction and account opening, coordinate with compliance and back-office.
• Execute day-to-day client banking instructions, including transfers, securities, UCITS and FX spot trades.
• Monitor balances and take appropriate action as needed.
• Support client relationship development, respond to inquiries, prepare client reports and conduct periodic reviews within AML rules.
• Handle requests related to life insurance contracts or Lombard credits with central teams.

Skills

Communication

Multitasking

Discretion

Team spirit

Autonomy

French & English

Education

Bachelor's degree in banking/finance

Job description

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. The Private Banker Assistant provides business and administrative support to Private Bankers, in all aspects of the client relationship, from the customer’s first contact and throughout the life of the banking relationship, at Rothschild & Co Wealth Management Belgium, branch of Rothschild Martin Maurel. The PBA is responsible for offering a high-quality service to our clients, within a dynamic self-led team.

Key Responsibilities

• Assist the Private Bankers in the client introduction and account opening, prepare the client meetings, identify the administrative documentation to collect and follow-up the account opening process, in coordination with compliance and back-office departments.
• Receive and execute the day-to-day client banking instructions, including national and international wire transfers, securities, UCITS, money market and foreign exchange spot transactions.
• Monitor debit/credit account balances and take the appropriate action when necessary.
• Assist in the customer relationship development, answer inquiries received from clients, edit, and check client financial reports before meetings or calls, follow-up the periodic client reviews, in the respect of AML regulation and compliance requirements.
• Receive and manage client requests relating to life insurance contracts or Lombard Credits, in relation with central support departments.

Profile Requirements Summary

• Summary
• Bachelor’s degree or higher in banking, finance, or related discipline.
• At least 5 years of experience in banking environment, ideally in a Private Bank and/or in a Family office.
• Successful experience in a similar function is required.
• Reliable and attention to detail.
• Flexible and autonomous.
• Discretion is essential.
• Excellent communication skills, client-and solution-oriented.
• Organized and concise, with a strong multitasking ability.
• Ability to anticipate risk and to react/call out appropriately.
• Team spirit & collaboration.
• High professional behaviour.
• Full command of French and English, good knowledge of Dutch is an added advantage.

One reason for the long-term success of our business is the importance we place on being principled It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return.

Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.