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

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