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Assistant commercial
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Type de poste : CDI - Temps Plein
N° de référence : AA1135XY
Toutes les offres publiées par DexiaDexia est un groupe financier international (banque et assurance) dont les principales activités sont réparties dans 4 métiers :
- Le financement de l'équipement collectif (public finance)
- Les services financiers de proximité (retail banking)
- La Gestion d'actifs financiers (asset management)
- La Trésorerie et les Marchés de capitaux (capital markets)
Ces activités sont principalement réparties dans les trois pays suivants : la Belgique (Dexia Banque Belgique), la France (Dexia Crédit Local) et le Luxembourg (Dexia Banque Internationale à Luxembourg).
MISSION
- To provide highly professional and quality operational and commercial support in order to build up a loyal customer base for Dexia Private Banking, and more particularly for the team.
- To maintain a close relationship with Client Advisors, in a concern for excellence while maintaining high ethical standards.
MAIN ACTIVITIES
1. OPERATIONAL SUPPORT
- Application of procedures
Strictly apply the procedures to the entire business interaction with the client and in interactions with the other departments of the bank :
Ensure perfect maintenance of client dossiers from the beginning of the relationship (documentation and material proof required by internal procedures);
Carry out clients’ orders and instructions (opening /closing of accounts, stock market and transfer orders, modifications of identifying details…) in accordance with the appropriate procedures and deadlines and, if necessary, after validation by the CA.
- Documentation of the client relationship
Constantly document all written and oral exchanges throughout the relationship: interactions with the client, instructions transmitted by Client Advisors through CRM and/or written notes.
NB: All documentation must at all times be available for consultation by a close colleague (client advisor) and by the line superiors.
2. COMMERCIAL SUPPORT
- Management of the business relationship
Respond to clients by telephone and meet their requests within the limits of his/her field of responsibility (1st level, except for advice)
Prepare client appointments and provide the CA with the necessary data and documents for the client interview.
Prepare materials for sales presentations by Client Advisors
3. CONTROL AND COMPLIANCE
- Operational Control
Ensure control of all events in the relationship: registered operations, transactions, consistency of client’s instructions with his/her profile…
Carry out proactive monitoring of the status of the accounts (e.g., looking out for and analysing any transgression of limits).
Your profile
Initial qualifications:
• BAC +2/3 years (licence degree) or equivalent experience
Specialisation
• Marketing
• Management
• Finance
• Law or taxation
Languages
• Fluency in English is absolutely necessary, any other language is a plus
Soft skills
• Reliable and trustful person
• Excellent presentation and communication skills
• Able to deal with clients on a daily basis
• Excellent organization skills
• Ability to work under pressure
• Willingness to be a key player in a start up project
YOUR FIELDS OF EXPERTISE
Range of financial products
- General understanding of the whole range of simple or complex financial products offered to private Banking clients
Knowledge of the environment, Regional expertise.
- Good knowledge of the workings of the bank
- Good command of the applicable procedures
- General knowledge of the main features of the economic and fiscal environment of the Singapore area
Knowledge of IT and systems
- Perfect command of the systems necessary for the management of clients’ accounts
- Perfect command of the main office automation tools that give the Middle Officer autonomy in organising his/her (intranet) researches, funds work (MS office – BLS net) and management of the diary of the different members of his/her team (Outlook).
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