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

Brussels, Brussels-Capital, Belgium -

Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

0.0

Posted On

02 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Planning Operations, Donations, Civil Companies, Transfers, Repatriations, Documentation, Drafting, CCDM Tool, Attention To Detail, Structure, Quality, French, Dutch, Discretion, Integrity, Collaboration

Industry

Banking

Description

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. 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 We’re a global bank with a strong European base, and our more than 60,000 colleagues serve around 38 million customers and corporate clients in over 40 countries. Joining ING means working with friendly and collaborative people towards making a positive impact on people and planet. We believe in empowering the people around us and our customers to stay a step ahead. Working here means having the autonomy to drive progress, helping to create superior customer value and contributing to our ambition of putting sustainability at the heart of everything we do. Here, we’re more than just a workplace – we’re a community of innovators, problem-solvers, and forward-thinkers, dedicated to making a real impact. Whether you’re just starting your career or seeking the next big challenge, we have opportunities that will inspire and push you to grow. Your future at ING starts with one application. Ready to join? We’ve got plenty of opportunities to match your skills and aspirations! Use the filters below the search bar – like location and job type – to help you find the perfect fit. Start exploring now and discover where your next career move could take you!

Responsibilities

The Sales & Services Officer provides specialized operational and administrative support to Wealth Advisory & Planning (WAP) activities, focusing on complex tasks like drafting donation agreements and managing civil company files. This role ensures process consistency and quality, evolving from execution support towards increased autonomy under supervision.