Sales & Services Officer Wealth Advisory & Planning (WAP) Centre Marnix at ING Hubs Romania

Brussels, Brussels-Capital, Belgium -

Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

0.0

Posted On

02 Mar, 26

Experience

2 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, Collaboration, Service Mindset, Complexity Management, French, Dutch

Industry

IT Services and IT Consulting

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 Suntem o bancă globală cu o bază europeană puternică, iar cei peste 60.000 de colegi ai noștri deservesc aproximativ 38 de milioane de clienți și clienți corporativi în peste 40 de țări. Să lucrezi în ING înseamnă să fii înconjurat de oamenii energici, ambițioși, prietenoși și colaborativi pentru a avea un impact pozitiv asupra oamenilor și planetei. A lucra aici înseamnă a avea autonomia de a conduce progresul, a ajuta la crearea unei valori superioare pentru client și a contribui la ambiția noastră de a pune durabilitatea în centrul a tot ceea ce facem. Aici, suntem mai mult decât o companie - suntem o comunitate de inovatori, de oameni energetici și colaborativi, dedicați pentru a avea un impact real. Fie că abia îți începi cariera sau cauți următoarea mare provocare, avem oportunități care te vor inspira și te vor ajuta să te dezvolți. Viitorul tău la ING începe cu o singură aplicație. Ești gata să ni te alături? Avem o mulțime de oportunități care se potrivesc abilităților și aspirațiilor tale! Utilizează filtrele de sub bara de căutare - cum ar fi locația și tipul de rol - pentru a te ajuta să găsești potrivirea perfectă. Începe să explorezi acum și descoperă unde te-ar putea duce următoarea schimbarea în carieră!

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 under supervision. This role ensures the consistency and quality of client-related processes, enabling WAPs and Private Bankers to concentrate on advisory value.