Business Coordination Trainee (m / f)
The Business Coordination Team includes onboarding and relationship management of Asset Managers, Custodian Banks and brokers (i.
e. partners). Business Coordination Team manages partners requests, in particular by answering to their call phone, emails, letters, etc.
checking, executing their requests by coordinating with OneLife involved departments and performing due diligences of the partners.
The role of the Business Coordination Team Trainee is to support service line with activities related to partners.
Expertise : Provide support for the decision making regarding the specifics cases, ensure cases implementation and follow-up with the help and under the supervision of the Team.
Partner Management : Have contact with all partners at all stages of onboarding and ensure follow-up of requests, encoding of new partners in our systems.
Brokers’ licence monitoring : buidling a following file of all the brokers before checking if their brokerage licence is still active (mainly Belgian and French Market).
Brokers’ access to sucured website : creation of credentials and help about brokers’ access to our secured website.
Asset Managers and Custodian Banks due diligence update : perform a review, and update when needed, of the due diligences performed on the Asset Managers and Custodian Banks.
Custodian Banks accounts opening : set-up and follow-up of the bank accounts opening process and coordination with IT department.
Others : Any other duties that would be given by the manager or due to a circumstance in the interest of the business.
OneLife. Several reasons
OneLife exists to overturn conventional attitudes to life assurance. A specialist in this area with over 25 years’ experience, we develop cross-border financial planning solutions for Ultra High Net Worth, High Net Worth and High Affluent clients across Europe.
Whether it’s a question of long-term savings, inheritance planning, tax optimisation, or simply understanding how to better manage wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.
Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offer a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.