Sales & Services Officer Wealth Advisory & Planning (WAP)  Centre Marnix

Description du poste:

Sales & Services Officer (SSO) - WAP
GJA Level 13

Context & Purpose of the Role
The SSO WAP acts as a specialized operational and administrative expert supporting Wealth Advisory & Planning (WAP) activities within Zone Centre.
The role contributes to efficiency, consistency, and quality of client-related processes, enabling WAPs and Private Bankers to focus on advisory value.
The SSO WAP operates in close proximity to the WAPs, within a centralized yet flexible way of working, and evolves from execution and support toward increased autonomy and expertise, under appropriate controls (4-eyes principle).

Key Responsibilities
1. WAP Operational Support & Expertise
* Provide specialized support to WAPs on complex Wealth Planning activities.
* Act as a reference point for WAP-related operational questions within Zone Centre.
* Ensure consistent application of processes and tools across cases.
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2. Donations & Wealth Planning Files
* Draft letters of intent and associated agreements for donations, under the supervision of the relevant WAP.
* Use the Donations (CCDM) tool to prepare and document files.
* Ensure correct follow-up and archiving of all related documentation.

3. Civil Companies (Sociétés Simples)
* Manage civil company files using CCDM - Management Civil Companies.
* Support and progressively contribute to the drafting of minutes, statutes, and registers of shares.
* Ensure accurate follow-up and archiving of legal documentation.
* Evolve from support toward content drafting, under WAP supervision and 4-eyes control.

4. Transfers & Repatriations
* Handle tarnsfers and follow up on related supporting documents (account extracts, consolidated files for archiving).
* Manage repatriation requests from abroad, including:
* Archiving incoming requests and committee decisions
* Encoding accepted cases in shared tracking files
* Following up with Private Bankers on fund arrival and potential reinvestment

5. Quality, Risk & Compliance
* Ensure files are complete, compliant, and auditable.
* Apply internal controls, confidentiality standards, and escalation rules.
* Contribute to risk mitigation through structured follow-up and documentation discipline.

6. Collaboration & Way of Working
* Work in close collaboration with WAPs, SSOs, and Private Bankers within Zone Centre.
* Contribute to alignment across zones and continuous improvement of the SSO WAP model.
* Support knowledge sharing and onboarding of new colleagues when relevant.

Required Skills & Competencies
Technical & Functional
* Strong knowledge of Wealth Planning operations (donations, civil companies, transfers, repatriations) is an asset
* Excellent documentation and drafting skills
* Ability to work with specialised tools (e.g. CCDM)
* High attention to detail, structure, and quality
* French with a good knowledge of Dutch
Behavioural
* Discretion and integrity when handling sensitive client matters
* Strong collaboration skills and service mindset
* Ability to manage complexity and priorities autonomously
* Continuous improvement and learning orientation

Positioning
* Job Family Group: Sales & Services / Client & Business Services
* Location: Zone Centre
* Grade: GJA 13
* Key Stakeholders: WAPs, Private Bankers, SSO peers, internal control functions