Investment Expert Lead Generation (locatie Brussel, Gent of Louvain-La-Neuve)
Core
Support Affluent (A+) clients by scheduling appointments, handling KYC/RFI administrative tasks, and guiding users through digital investment platforms to free up Personal Bankers for commercial activities.
Role type
Senior IC investment operations specialist (lead generation & client onboarding)
Builds
Appointment scheduling for investment advice and KYC/RFI processing for Affluent clients
Domain
Banking / Wealth Management
Required skills
Outbound/inbound calling, KYC/RFI processing, digital platform guidance, appointment scheduling, client relationship building, written and spoken Dutch
Preferred skills
Experience in telephone customer contact, ability to build trust remotely, self-organization, flexibility
Technologies
Self Invest, Easy Invest, Star Fund
Responsibilities
Proactively and reactively schedule appointments with Affluent clients via phone and email; Provide high-quality administrative service including KYC and RFI; Handle incoming customer calls and emails; Guide clients through digital investment flows in the app; Identify leads with investment needs and schedule meetings with Personal Bankers or Investment Experts
Seniority
Mid-level, hands-on IC