Client Portfolio Assistant - Banking

Amsterdam Permanent €3.000 - €4.500 per month (€36.000 - €54.000 per year)

Added 17/04/2024

  • Opportunity for career growth and advancement
  • Financial Sector

About Our Client

My client is a reputable financial institution dedicated to providing exceptional banking services to our clients. We prioritize integrity, innovation, and client satisfaction in everything we do.

Job Description

  • Assist the Account Manager in developing and managing a client portfolio.
  • Prepare clients' KYC documentation.
  • Process client daily payments efficiently and accurately.
  • Participate in the improvement of operational procedures and contribute to product offerings and service quality.
  • Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
  • Provide financial advice to clients to facilitate informed decision-making.
  • Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
  • Maintain the bank's image and reputation through effective oral and written communication.
  • Report any customer complaints to direct management and the Legal & Compliance department.

The Successful Applicant

  • Bachelor's degree in Banking, Finance, or a related field.
  • Relevant certifications are appreciated.
  • Minimum of 2 years of experience in a similar position. Experience in Dutch major banks is highly valued.
  • Experience in Belgium, Luxembourg, or other European countries is appreciated but not compulsory.
  • Fluency in written and spoken English and Mandarin (preferred). Dutch language skills would be a plus.
  • Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  • Strong sales and negotiation skills.
  • Initiative, motivation, and trustworthiness.
  • A strong interest and sound understanding of Chinese culture, with a willingness to integrate.

What's on Offer

  • Marktconform salary
  • 25 holidays
  • pension
  • travel allowance

Aharon Damiaans
Quote job ref

Job summary

Sub Sector
Account Manager
Business Services
Jobs by location
Contract Type
Aharon Damiaans
Job Reference