Financial Intermediaries Client Account Manager

Purpose of the Job

Puilaetco - A Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

The successful candidate will work as part of the Financial Intermediaries Desk team and focus on providing operational and procedural excellence to our Financial Intermediaries clients with a solid reporting line to the Head of Financial Intermediaries Belgium. 

Key Accountabilities

General/ Day-to-day 

• Maintain and develop relationship with clients by providing operational and procedural excellence and being a trusted partner for the daily business; increase SoW with assigned clients by providing this excellent service 
• Jointly with team members and other internal stakeholders ensure timely and quality processes and solutions for Financial Intermediaries and its end clients (e.g. for initial Due Diligence, x-border issues)  
• Leverage services and solutions of the entire group and pro-actively leverage Asset Service and multi-shoring services  
• Maintain and expand internal and external network to further develop business 
• End client level 
• Bear full responsibility for the proper and timely execution of the daily business within the portfolio of end clients 

FIM level 

• Being the first point of entry for the client’s operational requests and general enquiries 
• Pro-actively communicate potential additional client needs/ solutions identified during daily business to BD and jointly seek for the best solution for the client 
• Drive account opening process (documentation, system coding etc.) and deliver excellent client experience; ask client for feedback regularly 
• Maintain and develop trusted and sustainable relationship with the client  
• Supervise onboarding of new Financial Intermediaries employees and system codification for the client 

Risk 

• Know all relevant regulations, policies and guidelines and adhere to them when carrying out the daily business and client instructions; being responsible for a proper risk management of assigned FIMs and its end clients 
• Ensure operational excellence and risk standards, and contribute to effective risk culture; meet all deadlines 
• Execute periodic Due Diligence in collaboration with responsible team members in an accurate and timely manner 
• Pro-actively flag potential risks that have been identified 
• Maximize FIM retention where clients at risk 

People 

• Actively collaborate with team members and share information and best practice on a regular base 
• Foster relationship with other areas within the group with focus on Stakeholders also servicing Financial Intermediaries (e.g. GPS, Risk, Compliance, Financial Intermediaries & Asset Servicing colleagues) 
• Live the Quintet Values 

Knowledge and Experience

• Thorough knowledge and experience of the External Asset Managers (Financial Intermediaries) business and requirements and Financial Industry 
• Min. 5 to 10 years of relevant professional experience in a Financial Intermediaries environment 
• Bachelor or Master University degree, preferably in Finance/Business Administration or similar 
   

Attributes and Qualities

• Drive, gust, and commercial orientation 
• Client oriented, able to listen, identify client needs, and able to build long term relationships 
• Team player and able to build an internal network 
• Persistent and reliable, willing to take on ownership and responsibilities 
   

Technical Skills

• Basic knowledge of MS Office 
• Relevant Certificates in case required 
   

Languages Skills

• Fluent in English and local language (working knowledge of the 2nd local language) 
• Working knowledge of other relevant languages as an advantage