What does this job entail?
KBC Asset Management (AM) provides asset management services to customers in Belgium, Ireland, the Czech Republic, Slovakia, Hungary and Bulgaria. The team you will be part of – Investor Support Belgium – has three core activities:
- Institutional discretionary asset management services (Institutional Sales)
- Private discretionary asset management services (Private Sales)
- Account management (a bridging function between KBC AM and its distributors)
The first point of contact for customers granting a mandate for discretionary asset management is a Customer Relationship Manager from KBC Bank or CBC Banque. They in turn will receive assistance from our Customer Relationship Managers (KBC AM). We use our considerable investment expertise to help our colleagues at KBC Bank with contacting customers, reporting, after-sales services and prospecting. To ensure continuity, two KBC AM Customer Relationship Managers are always assigned to a mandate.
You will be working as a KBC AM Customer Relationship Manager within Private Sales, where a team of 15 experienced experts look after clients from the Private Banking, Wealth and Family Capital Solutions segments. Expect a stable and welcoming working environment in which you receive proactive and expert support from your colleagues.
What do we expect from you?
- You will manage and optimise mandates and portfolios, providing a highly customised service to customers and applying KBC Group's investment strategy.
- You will clearly explain our strategy, solutions and investment products to customers in a macroeconomic context.
- You will be involved in requests for proposals, contract management, administration and first-line monitoring of risks (including AML and compliance), thus ensuring that your customer files meet all internal and regulatory requirements.
- Customers and distributors can contact you for clear, high-quality answers to their questions. You will also work proactively.
- Working closely with our distributors, you will actively engage in prospecting and support them in how they approach discretionary asset management services.
- You will network and represent KBC AM at events such as the Institutional Forum.
- Going forward, you will take on business ownership in internal projects. Depending on your expertise, interests and abilities, there will also be room to take on ad hoc responsibilities.
Your key strengths?
- You have a Master's Degree, an understanding of macroeconomics and demonstrable expertise in investing. You know how to clearly articulate KBC's view of the economy and our investment strategy.
- You can work with Excel at an advanced level. Ideally, you should also have experience with HNWI and Simcorp Dimension.
- Like your colleagues, you enjoy working as a team to achieve common goals: providing top-drawer service and achieving sales targets.
- You are driven, skilled at liaison work and excel at analytical thinking. Networking and representing your team, both in-house and externally, come naturally to you.
- You communicate clearly and persuasively in Dutch, English and French.
What can we offer you?
- With us at KBC you can expect superb onboarding, very friendly colleagues and a great atmosphere at work. During your training period, you will learn the ropes regarding all the support tasks, before gradually taking on more responsibilities.
- We will encourage you to continually grow as a person and as a professional throughout your career at KBC. You can follow training courses to further hone your hard and soft skills.
- The team meets every Tuesday in Brussels to exchange experiences. You also have the opportunity to work from home or another head office some of the time.
- Flexible working hours help you to establish a good work-life balance.
- We will offer you a permanent contract and a competitive salary, with additional fringe benefits. Sounds familiar? Of course, you read this in every job ad. However, KBC makes the difference for you with a comprehensive flex package. It’s too extensive to explain here, but we’ll be happy to discuss the various benefits – large and small – with you during your interview.
Can you help us make the difference?
I have joined Private Sales as a CRM since 2017. The reasons why the job appeals to me are: the content, the customer contact, working together in an expert environment, the team spirit, the possibility to grow, the freedom to organize myself and the colleagues I work with.
Carla Janssens
Respect and inclusion are core values at KBC. We believe that the individuality of our employees and the diversity of our teams are key to achieving great things. That’s why we recruit new employees based on talent and motivation, regardless of their background or story.
We work closely together to be the reference in the financial sector by innovating, greening and connecting. Interested in joining a ‘Top Employer’ and contributing to new ideas and solutions that help our customers and society move forward?
If this ticks all your boxes, apply now so we can get to know you. And if there are any specific things you’d like us to consider in your application, please let us know. We look forward to hearing from you soon!
