Client Investment Specialist - Waregem/Latem

Purpose of the Job

Puilaetco – 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. We are a bank headquartered in Luxembourg, with branches in Belgium, Denmark, Germany, Netherlands, and a subsidiary in the UK and supervised by the ECB 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 CIS that will join the Investments & Client Solution team at Puilaetco will become a key player in delivering exceptional investment solutions. As an investment specialist and advisor, you will work closely with bespoke clients, providing expert guidance on advisory and discretionary investment services.
Not only will you be part of our local team, but you’ll also join a powerful network of 45 specialists across the group, all working together to elevate service excellence and enhance the client experience. Your expertise will directly contribute to the high standards that set us apart.
This role offers an exciting opportunity to engage in cross-border projects on investment management, portfolio construction, and process optimization. You’ll play an active role in shaping the future of our services, developing innovative solutions that drive success for both Puilaetco and Quintet.

Key Accountabilities

Client partner: Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.

• Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory.
• Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios.
• Understand the clients’ needs and preferences for bespoke discretionary portfolio management.

ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:

• Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations.
• Communicate our house view to Client Advisors and clients, ensuring high-quality ‘after sales’ content for discretionary mandates and advisory solutions.
• Ensure that CAs are ‘enabled’ to explain our investment offering to meet client needs.
• Implementation of investment views: ensure the different investment views, bespoke building blocks (ETF’s, single models, active funds, structured products, private investments) are delivered and reflected in Bespoke Advisory solutions upon client needs.
• Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments).

Client Advisors partner: ensure we drive a holistic approach to client relationships.

• Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
• Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients.

Change partner: be an agent of change for strategic transformation.

• Favour book transition according to Group objectives.
• Support solutions’ harmonisation to a more efficient value chain for investments.

Knowledge and Experience

• At least 10 years of experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction.

Attributes and Qualities

• Flexible
• Team spirit
• Able to manage multiple interactions
• Problem-solving mindset
• Able to deliver messages and advice to sophisticated clients but also understandable by less sophisticated clients.

Technical Skills

• Refinitiv/Bloomberg and advanced Excel experience will be considered an advantage.

Languages Skills

• Native in Dutch
• Fluent in English and French
• Any other language will be considered an advantage.

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